Sample Document
Hiring Investment Professionals
Download sample questions and requests for proposals to use when hiring investment professionals. Read More
Download sample questions and requests for proposals to use when hiring investment professionals. Read More
As the damaging impact of centuries of structural inequity and prejudice comes to the forefront of our national conversation, many members of the philanthropic community have leveraged their grantmaking to empower organizations that are working on the frontlines to bring balance to an unjust system. In this webinar with Glenmede, Essma Bengabsia will share the... Read More
Determine which of your investment professionals have a fiduciary duty to your foundation. 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 and also may have greater knowledge of the needs in certain issue areas and geographies. They are better positioned than larger foundations... Read More
Three investment options for foundations are: Investment consultants, who help trustees establish and implement a decision-making structure for investment management Outsourced chief investment officer (OCIO) firms, which act as the investment office on a daily basis for the foundation and typically has discretion over hiring/terminating managers and rebalancing the portfolio Investment managers, who buy and... Read More
To document an investment process that helps your foundation sustain its organizational purpose and achieve its giving goals, a comprehensive investment policy statement (IPS) is vital. The benefits of a well-crafted IPS You should strive for an IPS that does more than simply allow you to “check the box.” A valuable IPS will go beyond... Read More