Sample Document
Investment Dashboard
Use this dashboard to track your expenses and investment returns. Read More
Resources
Topic: “Investments”
Sample Document
Sample Document
Investment Policy Statement With Impact Investment Components
Find sample investment policy statements with impact investing components. Read More
Sample Document
Investment Policy Statements
Download a variety of sample investment policy statements. Read More
Increase Foundation Cash Flow, Conservatively
Kelly is a foundation trustee who, during a recent review of the foundation’s investment portfolio, learned that income generated by the portfolio was not enough to fund the foundation’s charitable activities—the required 5% annual distribution. Although the portfolio’s returns were good, cash flow was an issue. Kelly wondered about a conservative way to generate cash... Read More
RECORDING
Foundations 101 Virtual Seminar: Investment Management Oversight
For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work, whether or not you’re working with an investment advisor. Learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking in this module of the Foundations 101 virtual... Read More
Webinar Recording
Impact Investing: From Concept to Reality
Through stories and examples, learn how Foundations have aligned their investment portfolios with their philanthropic missions. This webinar was created for foundations that are beginning to explore impact investing, or for Foundations looking for ways to advance their impact investing program. Read More