Investments Archives - Page 13 of 16 - Exponent Philanthropy

Resources

Topic: “Investments”

Webinar Recording
Understanding Your Investment Advisor’s Responsibility to Your Foundation

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If you are responsible for your foundation’s investments, then you are a fiduciary, defined as anyone who has the legal responsibility of caring for someone else’s money. In this webinar, learn about the “fiduciary difference” between investment professionals and foundations staff and board members. Find out why it matters to your foundation, your fees, and... Read More

Webinar Recording
The Role of Alternative Investments in Foundation Investing

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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

Webinar Recording
Jargon and Gibberish: Understanding the Essentials of Investing

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To meet fiduciary responsibilities, it is important that board and committee members understand investment basics and what they mean to the organization. Through this webinar, board, staff, and committee members can review investment terminology, enhance their general knowledge of investments, and learn how investments impact the organizations they serve. Speaker: John Church, CFA, senior portfolio... Read More

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

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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

Strategic Uses of Donor Advised Funds

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Private foundations are a great way to give. And many foundations use multiple giving vehicles to accomplish their charitable goals. One of these vehicles is donor advised funds (DAFs). This primer looks at how DAFs work and how your foundation can use DAFs to further its philanthropic goals. It covers: How DAFs differ from private... Read More