Investments Archives - Exponent Philanthropy

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Topic: “Investments”

Philanthropy in Flux: Key Resources to Help Funders Navigate Disruption

New legislative developments in Washington are adding fresh challenges for funders and foundations. The “One Big Beautiful Bill Act” recently passed the House and now heads to the Senate, where further debate is expected. Thanks to strong sector advocacy, harmful provisions, such as revoking nonprofit status and taxing nonprofit branding, were removed before the final... Read More

Tariffs and Market Volatility: What Foundations Need to Know

In today’s unpredictable market and economic environment, foundations face distinctive challenges in advancing their missions amid ongoing market volatility. How can they better understand this uncertainty—especially the potential impact of tariffs—on their financial health and long-term sustainability? A Quick History Lesson For nearly 40 years, declining interest rates served as a powerful tailwind for investors,... Read More

A Tariff and Market Analysis Update – 4/4/2025

Note: Glenmede’s research and strategy teams are working continuously to review new data and market events.  We welcome conversations with Glenmede if you have questions about the impacts for your foundation.   President Trump’s tariff announcements on April 2 were broader than expected and have led to a negative global equity market reaction. Economic implications... Read More

Investment Management Request for Proposals: Everything You Need to Know

Effective philanthropy is sustained and powered by prudent investment of the assets you are dedicating to 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 Investing: Aligning Portfolios With a Social Justice Mission

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