Resources

Topic: “Investments”

Webinar Recording
Gender Lens Investing: A Unique Approach for Foundations

November 26, 2019 Daniel Le / Equity, Investments

Private foundations are increasingly considering ways to advance gender issues and equality beyond grantmaking. Women and girls represent half of the world’s population, yet gender inequality persists globally. Gender lens investing, an investment strategy that overlays rigorous financial analysis with gender diverse characteristics, is becoming recognized as one of the most exciting areas of impact... Read More

Where Does Your Cash Sleep at Night?

May 23, 2019 Paige Chapel Kristina L. Wahl / Investments

Local giving is a priority for the vast majority of Exponent Philanthropy members. This is probably no surprise for those of us who associate charitable giving with supporting our local nonprofits, places of worship, or community members who are in need. On average, like most private foundations, Exponent Philanthropy members give away approximately 5% of... Read More

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

March 7, 2019 Serenity Greenfield / Administration, Boards and Governance, Grantmaking, Investments, Selecting a Giving Structure, Tax and Legal

This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation. Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a... Read More

Bracing for Market Volatility

March 6, 2019 Peter Klein / Investments

For the past few years, investors have enjoyed a long period of relative calm in the markets. In recent months, however, market volatility has begun to rear its head. This volatility can naturally be unnerving, but one must remember that volatility is, in fact, a normal part of the investing cycle. Those of us that... Read More

Foundation Operations and Management Report

February 27, 2019 Daniel Le / Administration, Benchmarking Data, Boards and Governance, Catalytic Leadership in Philanthropy, Equity, Family Philanthropy, Grantmaking, Impact and Evaluation, Investments, Racial Equity

The Foundation Operations and Management Report—the only resource of its kind for foundations operating with few or no staff—offers key industry benchmarks and long-term data on the evolution of lean foundations. Based on our annual survey of members, this report has insights into the grantmaking, operations, and management of foundations with few or no staff.... Read More

Webinar Recording
Managing Your Investment Manager

January 9, 2019 Daniel Le / Investments

This webinar, presented in partnership with Glenmede, will cover what you should know and consider before, during, and after the RFP process. We will examine key considerations and the types of questions that should be asked at each stage. We will also place special emphasis on understanding and evaluating investment costs as this is an... Read More

Resources

Webinar Recording
Gender Lens Investing: A Unique Approach for Foundations

Where Does Your Cash Sleep at Night?

The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

Bracing for Market Volatility

Foundation Operations and Management Report

Webinar Recording
Managing Your Investment Manager

Simplifying Grant Applications and Reporting for Nonprofits

Equitable Grantmaking: Essential, Fundamental Practices

Foundation Operations and Management Report

2024 Annual Conference

Equity in Practice: A Conversation with the Grunin Foundation