Investment issues

The Rockefeller Foundation’s Program-Related Investments Portfolio

Posted on July 8, 2013 by Arabella Advisors

From the Executive Summary: The Rockefeller Foundation’s Program-Related Investments (PRIs) have generated modest financial returns for the Foundation, contributed to investees’ financial sus- tainability and generated positive social returns on a variety of fronts. Individual invest- ments have helped organizations promote asset ownership, extend access to products and services on more equitable terms and in new ways to previously excluded… Read More

Impact Investing and Family Philanthropy: a One-Two Punch

Posted on July 12, 2012 by Julia Balandina Jaquier

Interest in impact investing among wealth holders, their foundations, and family offices continues to grow. As a means for providing capital to for-profit ventures with a social mission, impact investing is increasingly viewed as an effective solution for combining the philanthropic aspirations of wealthy families with their financial objectives… Read More

Spending Policy (The Wallace Foundation, 2012)

Posted on January 13, 2012 by The Wallace Foundation

The Foundation’s policy is to target spending on grants and qualifying distributions at an average 5.0% of assets over long periods of time. The Foundation’s Board may elect to exceed that spending rate for a limited period of time if: There is a compelling opportunity in a programmatic area that cannot be met by reallocating funds from other areas without… Read More

Managing Risk: Board Oversight of Foundation Investments

Posted on August 4, 2010 by Karen Green, Andras Kosaras

In the post-Madoff era, the foundation and nonprofit sector continues to struggle with how to invest philanthropic assets most appropriately, and how to ensure that boards and staff are managing investments prudently. This new edition of Passages, authored by two leading experts on the roles and responsibilities of foundation boards, examines the critical role of governance and how to develop… Read More

Managing Risk: Board Responsibilities for Prudent Investment and Governance

Posted on June 11, 2009 by Andras Kosaras

The Madoff scandal has caused the failure of well respected family foundations and raised the specter of penalties for board members’ inattentiveness to investment matters. Is your board doing all it should to be fiscally responsible? In this timely teleconference, learn about the board’s role and fiduciary duties in prudent investing, and hear about IRS’ new scrutiny of our sister… Read More

Generations of Giving: Chapter 8 – Developing the Organizational Structure

Posted on September 27, 2006 by Deanne Stone, Howard Muson, Katherine Grady, Kelin E. Gersick, Ph.D., Michele Desjardins

Chapter 8 of Generations of Giving: Leadership and Continuity in Family Foundations, a landmark 2006 study by a team of researchers led by Kelin Gersick and co-published by the National Center for Family Philanthropy. This chapter features the authors conclusions regarding the importance of organizational structure for achieving the mission of a foundation. Review the complete collection of chapters from… Read More

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