You searched for equity - Page 22 of 28 - Exponent Philanthropy

Search Results:

Search Results for “equity”

Next Gen Fellows Program

The Application is OPEN!  This program launches at the conference in Ohio in 2025. The deadline to apply for the 2025 cohort is August 1, 2025.   The program begins in person on Monday, November 10, 2025, at the Hilton Columbus Downtown and includes participation in the 2025 Annual Conference, November 11-13. Peer coaching continues virtually... Read More

Webinar Recording
Covered Call Writing, An Alternative Investment Strategy

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

Two Tools I Plan to Add to My Toolbox

Until he retired, my friend Chet was a junior high school shop teacher. I remember visiting his classroom and seeing the walls lined with tools. “For every job there is a tool,” he said. Having done my share of home repair over the years, I know how true that is. As a funder, I’ve also... Read More

Join Our Fundraising Efforts

Dear fellow member, As grantmakers, we regularly face tough decisions about which nonprofits to support. We all want to be good stewards of our philanthropic assets, and there are always more worthy requests than we are able to act upon. To make these hard choices, we weigh how the organization’s mission aligns with our priorities.... Read More

Assessments, Guides, and Toolkits

  10-Minute Impact Assessment Explore How to Make The Most of Your Giving This simple tool offers your foundation a framework that you can use to discuss your impact, identify areas of strength, and highlight opportunities for increasing your impact.   Practical Board Self-Assessment Improve Your Foundation’s Effectiveness Take a thoughtful approach to board assessment... Read More

Selecting Investment Advisors

Three investment options for foundations are: Investment consultants, who help trustees establish and implement a decision-making structure for investment management Outsourced chief investment officer (OCIO) firms, which act as the investment office on a daily basis for the foundation and typically has discretion over hiring/terminating managers and rebalancing the portfolio Investment managers, who buy and... Read More