Question: What does any broker, 401k advisor, or wealth management professional want to know from clients before they invest? Answer: Their risk profile. Some investments are riskier than others, and successful financial advisors need to know in advance how comfortable the client is with risk. But what about our philanthropic dollars, the grants given to... Read More
This post is an excerpt from the complimentary resource Essentials of Impact Investing: A Guide for Small-Staffed Foundations, created by Exponent Philanthropy and partners Mission Investors Exchange and Arabella Advisors. Want to align your investments with your mission? Download your copy >> By Christa Velasquez, University of Chicago So much time and effort is focused on getting an impact investment closed and... Read More
When my wife and I set up our family foundation in 2012, we engaged my three children (then in their late teens and early 20s) in deciding whether a foundation was something we wanted to do as a family. We pressed the kids long and hard, even handed out questionnaires, wanting it to be a... Read More
Nature is at once powerfully beautiful and destructive. August’s awe-inspiring solar eclipse brought us together regardless of our stations in life. However different in heritage, race, politics, wealth, interests, or beliefs, we all share our planet. In contrast to our awe at the solar eclipse, those outside Harvey’s and Irma’s cones of destruction have, from... Read More
Everyone wants to help during a crisis, and, for many, that means giving money. But few understand what it takes to distribute funds to the people, businesses, or nonprofits that will create the greatest impact and fulfill the most need—especially if the money lives in different funds at different organizations. Enter community foundations, which are... Read More
Rural philanthropy requires a different kind of thinking and creativity from urban philanthropy. It stands to reason, then, that the networks rural funders build will look different from those that traditionally attract more urban-focused foundations. In my work researching and building rural philanthropy, I’ve seen two main types of foundations that describe themselves as “rural... Read More