Investments Archives - Page 14 of 16 - Exponent Philanthropy

Resources

Topic: “Investments”

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

Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement

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Developing an Investment Policy Statement (IPS) sets the course for managing your foundation’s assets through time. It also reinforces how your investment policy and practices will help to achieve your foundation’s mission and goals. This primer describes how to develop your IPS and guides you through three main tasks, including: Making strategy decisions that lay... Read More