Sample Document
Determining Fiduciary Duty
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
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Results for: Topic: “Investments”
Sample Document
Sample Document
Investment Policy Statements
Download a variety of sample investment policy statements. Read More
Sample Document
Investment Policy Statement With Impact Investment Components
Find sample investment policy statements with impact investing components. 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
Impact Investing: How One Foundation Is Extending Its Mission
The Needmor Fund believes that foundations express their values through more than just where they give their money. How they behave as organizations and use their assets also reflects those values. The fund first became aware of conflict between its mission and its investments in the 1980s. Here’s their story. As stockholders, we are the... Read More
Impact Investing: Q&A With Financial Advisors
To learn about impact investing as an option for philanthropists with few or no staff, Exponent Philanthropy spoke with Adam Seitchik and Bill Marvel of Arjuna Capital, Liz Michaels of Aperio Group, and Tim Coffin of Breckinridge Capital Advisors. What do they recommend for funders who are ready to consider impact investing? Exponent Philanthropy: Impact... Read More