Exponent Philanthropy’s Foundation Fundamentals aim to assist you in starting your philanthropic journey with Exponent Philanthropy. Before diving into your grantmaking, there are several questions to consider. How will you operate your foundation? How will you manage your foundation’s assets and investments? What tax and legal issues should you address? Once you have answered these... Read More
Imagine a foundation with $10 million in assets. To meet the 5% distribution requirement, it must allocate $500,000 each year. While foundations take great care in managing their grant distributions, what happens to the remaining $9.5 million? This section will help you understand how foundations manage investments, including who oversees the money and key fiduciary... Read More
When investors think about commodities, they often recall the 1970s, the last time commodities were in vogue in the investor’s playbook. Over the last 40 years, with falling interest rates and a focus on bonds and stocks, commodities have largely been ignored as an investment class. Decline of Commodities As prices for commodities dropped, many... Read More
Effective philanthropy is sustained and powered by prudent investment of the assets you are dedicating for philanthropic purposes. A request for proposal (RFP) is a document, often a questionnaire, that lets you compare investment service offerings, performance, fees, and other value-add services. Whether you’re looking for an investment service provider for the first time, planning... Read More
Social justice refers to everyone in society having equal access to the social determinants of health including economic stability; education access and quality; health care access and quality; neighborhood and built environment; and social and community content. For investors, a widening income inequality gap can change risk and return expectations across investment opportunities and may... Read More
At PACE, we believe in the power, potential, and responsibility of people to come together to discuss and address the problems they see around them. As a diverse philanthropic network with members of many sizes, strategies, and geographies, we share a core belief: America will be healthier and more successful, resilient, and productive, if democracy... Read More