Originally distributed as part of Glenmede’s Top 5 series While grantmaking remains one of the most powerful ways for philanthropists to create an impact, new ways of thinking have inspired philanthropists to leverage additional strategies. Become a Strategic Partner, Not Just a Funding Source Grantmakers have the ability to impact grantees in a number of... Read More
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
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
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
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
Passive and active management are two approaches to managing investments, and foundation staff and trustees often ask, Which should we do? What is involved in each type? In this webinar, Peter Klein explained the difference between the two, the pros and cons of each strategy, and a way to combine both. Speaker: Peter Klein of Klein... Read More