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
One session at the Exponent Philanthropy National Conference this past fall prompted a question that I’ve continued to ponder. I attended the session “A Framework for Foundation Investing in a Low-Return Environment.” Full disclosure: As a relative newcomer to philanthropy, I often feel anxious in discussions about organizational budgets and investing. But it’s an important... Read More
Consider a community foundation with assets of $12 million. A foundation of that size might make a little over $600,000 in grants in a year and raise $750,000. The foundation works carefully to oversee the funds going out and coming in, but what about the remaining $11.4 million in its endowment? $11.4 million. If the... Read More
Foundations can no longer rely on fixed income investments to generate strong returns with low risk. As returns on fixed income have declined, many foundations have taken on more risk (via equity investments) to fill the earnings gap. What if there is a way for your foundation to generate investment income without changing your risk... Read More
Determine which of your investment professionals have a fiduciary duty to your foundation. Read More
Download sample questions and requests for proposals to use when hiring investment professionals. Read More