Working with a Donor's Investment Manager
“If I create a fund at the community foundation, can my investment manager still manage the funds?” You may have already come across a donor that asked this question. Such a donor is essentially...
View ArticleInvestment Management Practice Tips and Resources
Practice 1. The board (and investment committee and staff, if any) of a foundation should understand and fulfill their respective fiduciary responsibilities and duties under applicable law and the...
View ArticleConflicts of Interest: Dealing with Foundation Investments
This article focuses on conflicts of interest around foundation investments. May foundation board members (or other closely affiliated individuals or businesses) manage foundation investments? May they...
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Sample Foundation Investment Policy
This is a sample foundation investment policy.Sample Foundation Investment Policy
View ArticleFormalizing a Portfolio Rebalancing Policy
Thursday, November 29, 2012 - 2:00pmThis webinar explores the importance of having a formal strategy, the relative merits of some traditional policies, and some ideas on using technology to allow for...
View ArticleCommunity Foundation Investment Performance & Practices
Review and compare asset allocation, investment performance, and management practices of community foundations. The most recent quarterly data includes community foundations with less than $5 million...
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2013 Council on Foundations-Commonfund Study of Investments for Private...
The most comprehensive annual survey of its kind on private foundation investment practices and governance. The 153 foundations participating in the 2013 CCSF represent $94.1 billion in assets. Topics...
View Article2014 Council on Foundations-Commonfund Study of Investments for Foundations...
The 2014 CCSF is the most comprehensive and authoritative annual survey of its kind on foundation investment and governance practices, and provides data for the benefit of foundation trustees and...
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Recommended Best Practices in Managing Foundation Investments
The Council's Board of Directors released this guidance memorandum in March 2010 and strongly recommends that when reviewing and approving foundation investment policies and procedures practices, all...
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Effective and Emerging Approaches to Mission-Related Investing
Many foundation staff remain mystified (and enamored) with mission investing and the promise it holds for leveraging foundation resources to support their missions. However, it is clear that many...
View ArticleIncluding Donor-Advised Funds in Impact Investing
Tuesday, May 8, 2012 - 2:00pmThis webinar, the last in a three-part series on impact investing, shares program designs and lessons from The Greater Cincinnati Foundation and others that have...
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Webinar Recording: 2016 Endowment Investing Outlook
Download the Presentation Slides Investors are facing one of the worst starts to a calendar year on record. Volatility in China, rising interest rates in the US, and falling oil prices have all...
View ArticleCouncil on Foundations-Commonfund Study of Responsible Investing: Foundations...
The Council on Foundations-Commonfund Study of Responsible Investing, believed to be the largest of its kind, provides foundations with invaluable insights into how the sector and individual portfolios...
View ArticleConflicts of Interest: Dealing with Foundation Investments
This article focuses on conflicts of interest around foundation investments. May foundation board members (or other closely affiliated individuals or businesses) manage foundation investments? May they...
View ArticleFormalizing a Portfolio Rebalancing Policy
Thursday, November 29, 2012 - 2:00pmThis webinar explores the importance of having a formal strategy, the relative merits of some traditional policies, and some ideas on using technology to allow for...
View ArticleIncluding Donor-Advised Funds in Impact Investing
Tuesday, May 8, 2012 - 2:00pmThis webinar, the last in a three-part series on impact investing, shares program designs and lessons from The Greater Cincinnati Foundation and others that have...
View ArticleClik here to view.
2013 Council on Foundations - Commonfund Study of Investment of Endowments...
The most comprehensive annual survey of its kind on private foundation investment practices and governance. The 153 foundations participating in the 2013 CCSF represent $94.1 billion in assets. Topics...
View Article2014 Council on Foundations - Commonfund Study of Investment of Endowments...
The CCSF is the most comprehensive and authoritative annual survey of its kind on foundation investment and governance practices, and provides data for the benefit of foundation trustees and staff, as...
View ArticleClik here to view.
Effective and Emerging Approaches to Mission-Related Investing
Many foundation staff remain mystified (and enamored) with mission investing and the promise it holds for leveraging foundation resources to support their missions. However, it is clear that many...
View ArticleClik here to view.
Webinar Recording: 2016 Endowment Investing Outlook
Download the Presentation Slides Investors are facing one of the worst starts to a calendar year on record. Volatility in China, rising interest rates in the US, and falling oil prices have all...
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