Sample Document
Investment Policy Statement With Impact Investment Components
Find sample investment policy statements with impact investing components. Read More
Resources
Topic: “Investments”
Sample Document
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
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
Investments Collection
This bundle of four primers has valuable information about overseeing your foundation’s investments. These primers include: Getting It Done: The Who and How of Small Foundation Investing Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement (IPS) Essentials of Impact Investing: A Guide for Small Staffed Foundations Leveraging... Read More
A Well-Crafted Investment Policy Statement
To document an investment process that helps your foundation sustain its organizational purpose and achieve its giving goals, a comprehensive investment policy statement (IPS) is vital. The benefits of a well-crafted IPS You should strive for an IPS that does more than simply allow you to “check the box.” A valuable IPS will go beyond... Read More
