Resources

Topic: “Investments”

Webinar Recording
Start Now, Stop Climate Change: Leveraging Foundation Portfolios to Impact the Environment

March 24, 2021 Daniel Le / Investments

As the climate crisis continues to accelerate and reach the forefront of our global conversation due to headline-dominating wildfires and ever more frequent hurricanes, many members of the philanthropic community have leveraged their grantmaking to support environmental stewardship. To maximize impact, funders are looking beyond their grantmaking and considering how to leverage the entirety of... Read More

Combating Climate Change With Your Foundation’s Investment Portfolio

February 12, 2021 Glenmede / Investments

Investing in companies that are adapting, transitioning and innovating around climate change can be an important part of mitigating some of its most harmful effects. At the same time, it might also help your foundation meet its financial goals: research increasingly suggests that on average, corporations with stronger environmental policies may also exhibit stronger corporate... Read More

We Cannot Stop Moving Forward

January 13, 2021 Henry Berman / Investments, Racial Equity

A message from Henry Berman, CEO of Exponent Philanthropy One week ago today, we witnessed an assault on our nation’s Capitol. One week from today, that same Capitol will host the inauguration of our new president. Both events will be defining chapters in tomorrow’s history books. But tomorrow is not today. We cannot stand idly... Read More

Webinar Recording
Racial Equity Investing: Opportunities for Foundations

December 11, 2020 Daniel Le / Investments

As the damaging impact of centuries of structural inequity and prejudice comes to the forefront of our national conversation, many members of the philanthropic community have leveraged their grantmaking to empower organizations that are working on the frontlines to bring balance to an unjust system. In this webinar with Glenmede, Essma Bengabsia will share the... Read More

Spotlight Report
A Leanly Staffed Funder’s Guide to Foundation Investing

October 2, 2020 Daniel Le / Investments

Every foundation’s goal is to have a thoughtful, disciplined investment process that is aligned with the foundation’s purpose and goals. This guide provides a high-level overview to quickly help you understand different aspects of foundation investment. Within these pages, you’ll find out how to start off with an investment policy statement (IPS), why your foundation... Read More

Webinar Recording
Navigating COVID-19 Markets: Maximizing Your Capacity to Make an Impact

May 15, 2020 Daniel Le / Investments

In the midst of significant market volatility, funders are struggling with diminished investment returns that seemingly jeopardize their ability to make an impact. In this webinar, our speakers will lead the conversation to provide context around recent market volatility, examine the factors that will impact an eventual recovery, and share strategies for foundations looking to... Read More