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Investment issues
Business Models: Greater Atlanta CF Investment Options & Fees
Posted on September 1, 2016 by Community Foundation for Greater Atlanta
Impact Investing: Frameworks for Families
Posted on January 24, 2016 by The ImPact
This primer provides family enterprises with clear explanations of the “why,” “how,” and “what” of impact investing, while illuminating the diversity of the impact investing marketplace as it exists today, and providing families with a basic understanding of how they can start making more impact investments more effectively… Read More
Essentials of Impact Investing: a Guide for Small-Staffed Foundations
Posted on November 20, 2015 by Arabella Advisors
Impact investing has the potential to enable every foundation, regardless of size, to pursue its philanthropic mission more effectively. It can help individual donors, families, foundations with few or no staff, and all sorts of giving entities put more and different types of capital to work for social good. Even better, it can deliver philanthropic impact alongside financial returns—which can enable reinvestment of those funds in… Read More
In Times of Growth: Planning for an Influx of Assets
Posted on October 9, 2015 by Elaine Gast Fawcett
An influx of assets is a powerful transition point in your philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, try something new. This Passages Issue Brief will help you plan now for growth tomorrow, and manage change if you’re in the midst of it today… Read More
Investment policy statement (Durfee Foundation)
Posted on June 19, 2015 by The Durfee Foundation
The investment policy statement for the California-based Durfee Foundation… Read More
Spending Policy (David and Lucile Packard Foundation)
Posted on June 10, 2015 by David and Lucile Packard Foundation
The David and Lucile Packard Foundation aims to be a long-term, though not necessarily a perpetual institution. Currently it is the intention of the Foundation to exist as a strong foundation working toward important goals in its program areas of interest through at least 2060, representing approximately the lifespan of David and Lucile Packard’s grandchildren. The Foundation is structuring its… Read More
Investment Policy Statement (Hattie M. Strong Foundation)
Posted on July 29, 2014
The purpose of this Investment Policy Statement is to: Document and formalize Hattie M. Strong Foundation investment philosophy, portfolio goals, expectations, objectives and guidelines; Set forth specific process and asset allocation targets for managing the portfolio to achieve the Foundation’s goals; Establish rebalancing guidelines to manage portfolio risk; Facilitate effective communication between investment professionals and the Foundation’s governing board; Comply… Read More
Investment Committee Charter (The Wallace Foundation, 2014)
Posted on June 18, 2014 by The Wallace Foundation
The Investment Committee of the Foundation’s Board of Directors (the Committee) oversees the management of the Foundation’s assets… Read More
Investment Policy (The Wallace Foundation, 2021)
Posted on June 18, 2014 by The Wallace Foundation
The investment goal of The Wallace Foundation (the Foundation) is to earn a total return that will provide a steady stream of income to fund the grant making and operations of the Foundation in support of its mission while preserving the real or inflation-adjusted value of the Foundation’s total investment assets (the Total Portfolio) over long periods of time… Read More