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
Use this dashboard to track your expenses and investment returns. Read More
Find sample investment policy statements with impact investing components. Read More