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Results for:   Type: “Private Foundations”  

PRIs: Smart Grants for Down Markets

Program related investments (PRIs) are a special type of grant that gained popularity during the Great Recession to preserve endowment assets while pursuing a charitable mission. PRIs are program tools like grants and should not be confused with other forms of socially responsible investing in which producing financial return is a priority. How does a... Read More

Board Policies

Board policies work in tandem with the foundation’s bylaws or trust document to create the foundation’s structure. Bylaws or the trust document are legally binding and based in state law; policies also are considered binding, but they are less likely to be backed by force of law and are easier to amend (e.g., usually by... Read More

Disaster Grantmaking Principles and Considerations

You can make a difference before and after disasters in a variety of ways: Grants for relief—These grants can meet critical needs in the aftermath of disasters. Victims may need rescue, food, shelter, or clothing just to survive. This phase requires intensive activity but usually ends quickly—within a few days. Grants for recovery—Such grants can... Read More

Program Related Investments: Leverage Your Assets for Greater Impact

A program related investment (PRI) is a loan, loan guarantee, or other type of investment made by a foundation to support a charitable purpose, and is a powerful and flexible tool to add to your foundation’s toolkit. A PRI can be counted toward a foundation’s distribution requirement as long as it meets the following federal... Read More

Developing an Investment Policy Statement

An investment policy statement (IPS) should be the starting point and bedrock of an institution’s investment strategy. It constitutes a road map of how the institution plans to achieve and support its stated mission through its investment strategy. Including applicable IPS components Here is a list of common IPS components. Include only those items that... Read More

Using Foundation Consultants: Pros and Cons

Consultants allow your foundation to gain expertise on a part-time basis without the cost and office space for full-time staff. Moreover, the board doesn’t need to supervise the consultant as they would a staff person. Consultants are skilled professionals who can help you move your program forward. Depending on the task at hand, they can... Read More