Investments: Managing Foundation Assets for Greater Impact Imagine a foundation with $10 million in assets. To meet the 5% distribution requirement, it must allocate $500,000 annually. While foundations carefully manage their grant distributions, what happens to the remaining $9.5 million? This section explores how foundations manage investments, including oversight responsibilities and key fiduciary principles. Smart... Read More
In 2020, the pandemic upended our daily lives and the philanthropic landscape. But the Claire Friedlander Family Foundation‘s board saw this crisis as an opportunity to transform their giving, investment focus and protocol — proactively aligning the assets of the foundation with its mission. The pandemic and ensuing hardships gave the board the impetus to... Read More
Note: Glenmede’s research and strategy teams are working continuously to review new data and market events. We welcome conversations with Glenmede if you have questions about the impacts for your foundation. President Trump’s tariff announcements on April 2 were broader than expected and have led to a negative global equity market reaction. Economic implications... Read More
For many years, small-staffed foundations have been at the heart of the impact investing movement, joining with, and at times leading, larger philanthropies. Small-staffed foundations tend to be more agile than their larger, staffed counterparts; they often have more knowledge on needs in certain issue areas and geographies; they’re better positioned to deploy a greater... Read More
In today’s unpredictable market and economic environment, foundations face distinctive challenges in advancing their missions amid ongoing market volatility. How can they better understand this uncertainty—especially the potential impact of tariffs—on their financial health and long-term sustainability? A Quick History Lesson For nearly 40 years, declining interest rates served as a powerful tailwind for investors,... Read More
For the past few years, investors have enjoyed a long period of relative calm in the markets. In recent months, however, market volatility has begun to rear its head. This volatility can naturally be unnerving, but one must remember that volatility is, in fact, a normal part of the investing cycle. Those of us that... Read More