Investment fees intertwine with market ups and downs, and both are integral to a foundation’s investment strategy. In low-return environments, higher fees could be a hindrance to higher return, but they might be necessary to reach to that higher return. It is more important than ever to be aware of the fees and costs so... Read More
Originally posted to GrantCraft’s blog “It must be so fun to give money away!” We’ve all heard this reaction when we tell people we are staff or board members of a grantmaking organization. And, yes, it is fun. But it’s also hard work. Good grantmaking, as we know, is about far more than reading piles... Read More
Choosing which of the many worthy causes to fund is difficult, which begs the question: How bad is it to give to multiple good causes? The answer: Not bad at all. However, when we approach charitable giving another way—How can we achieve the most with our resources?—the answer is different. That’s because getting focused is... Read More
This post originally appeared on Arabella Advisors’ blog. Nobody knows when the next recession will arrive or how bad it will be. But there are plenty of signals that experts point to that can make investors cautious or nervous. Regardless of when the next economic downturn does arrive, foundations and nonprofit asset owners can—and should—play a... Read More
Exponent Philanthropy is proud to release the latest edition of the Foundation Operations and Management Report (FOMR). This premier benchmarking resource offers mission-critical statistics on grantmaking, boards and governance, investments, and administration – including salary and benefits – for foundations with few or no staff. Below are some initial interesting findings from the 2023 edition.... Read More
The Sauer Family Foundation invests in strengthening the well-being of children so they thrive in their families and communities in Minnesota. After the events at George Floyd Square unfolded not far from our office and home, we decided there was no better time to bring a larger influx of our resources to bear for children... Read More