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Investment Management Request for Proposals: Everything You Need to Know
Effective philanthropy is sustained and powered by prudent investment of the assets you are dedicating for philanthropic purposes. A request for proposal (RFP) is a document, often a questionnaire, that lets you compare investment service offerings, performance, fees, and other value-add services. Whether you’re looking for an investment service provider for the first time, planning... Read More
Payout Requirements: Year-End Tips for Meeting Your Minimum
A private foundation must make annual charitable expenditures, called qualifying distributions, equal to at least 5% of the fair market value of its previous year’s endowment. Thus, a foundation with average assets of $5 million in fiscal year 2022 must make roughly $250,000 of qualifying distributions by the end of its next fiscal year, or December... Read More
Recapping Our 2023 Annual Conference in Baltimore
“When philanthropy partners, communities prosper.” This theme resounded throughout our 2023 Annual Conference, where members from all 50 states and every type of community gathered with 500+ peers in Baltimore’s Inner Harbor to learn and make meaningful connections. Here are some highlights from the event: Creating Lasting Impact In our opening plenary, Wizipan Little Elk Garriott,... Read More
Social Justice Investing: Aligning Portfolios With a Social Justice Mission
Social justice refers to everyone in society having equal access to the social determinants of health including economic stability; education access and quality; health care access and quality; neighborhood and built environment; and social and community content. For investors, a widening income inequality gap can change risk and return expectations across investment opportunities and may... Read More
The “Next Gen” Is Not as “Other” as You May Think
Recognizing that the next generation is truly a diverse group, including many looking for ways to make change, is the first step toward bringing the next generation along for the wonderful, incredible, and challenging ride that we all know philanthropy can be. (Whereas folks of all ages may consider themselves the next generation, in this... Read More
Investing in Democracy: Philanthropy for Active Civic Engagement
At PACE, we believe in the power, potential, and responsibility of people to come together to discuss and address the problems they see around them. As a diverse philanthropic network with members of many sizes, strategies, and geographies, we share a core belief: America will be healthier and more successful, resilient, and productive, if democracy... Read More