Investments: Managing Foundation Assets for Greater Impact
Imagine a foundation with $10 million in assets. To meet the 5% distribution requirement, it must allocate $500,000 annually. While foundations carefully manage their grant distributions, what happens to the remaining $9.5 million?
This section explores how foundations manage investments, including oversight responsibilities and key fiduciary principles. Smart investing is essential for both perpetual and time-limited foundations to maximize grant-making capacity. You’ll learn how financial oversight strengthens board decision-making, how asset allocation reflects your foundation’s values, and how investment choices influence risk, return, and mission alignment. We’ll also introduce impact investing and program-related investments (PRIs) as strategies to advance your philanthropic goals.
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