Resources

Results for: Type: “Private Foundations”

Webinar Recording
Impact Investing for Small-Staffed Foundations: Webinar Series

Together with our partners at Mission Investors Exchange and Arabella Advisors, we are pleased to announce the release of Essentials of Impact Investing: A Guide for Small-Staffed Foundations. This new impact investing how-to guide is a must for foundations with few or no staff who want to align their investments with their mission. Impact investing (often... Read More

Webinar Recording
Self-Dealing and Conflicts of Interest

Self-dealing is prohibited; conflicts of interest can be managed. But the intricacies of the two can be confusing. In this webinar, led by attorney Darren B. Moore of Bourland Wall & Wenzel, find clear, easy-to-follow steps to help you recognize each, avoid self-dealing, and manage conflicts of interest. Learn the laws, discuss common situations and... Read More

Webinar Recording
Small Staffed Foundation Data and Trends in 2017

How do you compare to other foundations with few or no staff? Find out as we share insights and benchmarking data from our comprehensive study of foundations in the field. Join us for an insightful overview of data and trends in giving, salaries, investing, and much more. We know that more foundations that operate with few... Read More

Webinar Recording
Impact Investing: From Concept to Reality

Through stories and examples, learn how Foundations have aligned their investment portfolios with their philanthropic missions. This webinar was created for foundations that are beginning to explore impact investing, or for Foundations looking for ways to advance their impact investing program. Read More

Webinar Recording
Small-Staffed Foundation Trends: Exponent Philanthropy Turns 20

Kick off Exponent Philanthropy’s yearlong 20th anniversary celebration with a conversation about data and trends in small-staffed foundation giving. Senior Program Director Ruth Masterson will be joined by several Exponent Philanthropy members to reflect on what funders have come to see and do differently over the years—and what they haven’t, all grounded in data from... Read More

Webinar Recording
The Role of Alternative Investments in Foundation Investing

In Exponent Philanthropy’s 2016 Foundation Operations and Management Report, only 10% of respondents report investing in “alternative” strategies. These investments include commodities, real estate, hedge funds, and private equity, and they are increasingly seen as a way to mitigate the volatility of stocks and bonds. Learn what these asset classes represent, why and how to include... Read More