Investment fees intertwine with market ups and downs, and both are integral to a foundation’s investment strategy. In low-return environments, higher fees could be a hindrance to higher return, but they might be necessary to reach to that higher return. It is more important than ever to be aware of the fees and costs so... Read More
Mission-aligned investing is about putting the “other” 95% to work through the markets and toward your foundation’s mission. Many foundation board and staff think that adhering to fiduciary duty means not being able to take advantage of this mission-alignment, with a perception that this way of investing can’t achieve market-rate returns. The latest data from... Read More
While environmental and governance factors in ESG investing are well-defined, the magnitude of social factors can leave foundations unsure of where to focus their efforts. Join us for guidance on how to address and measure social factors in your portfolio. We’ll touch on subjects such as equity and inclusion, access to quality employment, community investment... Read More
We established the Richard W. Goldman Family Foundation in honor of our late father. The foundation aims to promote equality and reduce barriers to opportunity for marginalized families. It does this by increasing access to education, health and financial resources during early childhood. We enthusiastically explored impact investing in 2016, but didn’t know how to... Read More
Foundations are always looking for leverage. Where and how can we invest our limited assets to get the best returns? Will our grantees survive these times of shrinking resources and growing needs? As investors in the nonprofit sector who look for innovative ways to maximize our efforts, we must challenge ourselves to better support and... Read More
Responsible investing is at the heart of how philanthropy can further systemic changes needed in our economy, society and environment. Forward-thinking foundations and families have invested this way for years, but it’s becoming more mainstream. A growing number of philanthropic organizations and individuals see investments as a way to expand impact beyond grantmaking. Mirror the... Read More