Posts tagged to 'Investment issues'

Investment Approach 101: Learn the Basics

Posted by Kylie Musolf on May 2, 2018

Lots of foundations are starting to look at their investment strategy as a way to increase the impact of their philanthropic dollars.

The Power of a Peer Network

Posted by Kylie Musolf on January 22, 2018

In the lives of young people, peers play a unique role in the development of habits, skills, and beliefs. But how do you connect with, and leverage, the right peer group?

A Peek Into Impact Investing for Foundations

Posted by Stephanie Cohn-Rupp on September 29, 2017

We are seeing more family foundations committing their assets (both endowment and “payout”) to impact investing, regardless of asset size. The reasons are multiple and depend on the family, but we are starting to notice some trends.

Why Families Should Start Thinking About Mission-Related Investing

Posted by Stephanie Cohn-Rupp on July 7, 2017

Mission Investing has gained momentum, and has many families and foundations wondering if their assets are in support of the causes and issues that are the most meaningful to them.

Good governance: How should family foundation boards spend their time?

Posted by Phillip Henderson on February 9, 2016

Checks landing in the mailboxes of nonprofit organizations with foundation return ad-dresses have long been considered philanthropy’s most important currency. Reflecting that view, family foundations have tended to focus their operations, self-image, and their very reasons for being on getting the dollars out the door...Lurking behind that 90 percent, though, is another story—it’s the natural tendency to conflate family governance of a foundation and strategic control of its mission with control of the grantmaking function.

The Market Ride: Implications for funders and their grantees

Posted by Richard Marker on January 21, 2016

The recent downturn in the stock market has raised concerns among many in the family foundation world. To help put the recent decline in perspective, we offer the following guest post from Richard Marker, co-principal of Wise Philanthropy, offering important lessons from past wild swings for those who work in the foundation world.

The best mistake we ever made: Jessie Smith Noyes Foundation

Posted by Kathleen Odne , Karen Green and Jenifer Getz on October 28, 2015

A sure-fire indicator that we all make mistakes was the capacity crowd at the National Forum on Family Philanthropy workshop in Seattle entitled, “The Best Mistakes We Ever Made.” Using a rapid-fire format, each of ten speakers took three minutes to share a mistake they made in their family philanthropy experience. To set the context, each speaker explained the goal and framework by responding to, “What were you trying to do”? Next they explained, “What happened that was unexpected – in other words, what went wrong?” Finally, and most importantly, we asked the mistake-makers to share, “What did you learn from your mistake?” In other words, how did the foundation changes its practices as a result?

Q & A with Surdna Foundation Board Member John Hawkins on Impact Investing

Posted by John Hawkins on October 19, 2014

John Hawkins, a board member and great-grandson of Surdna’s founder John E. Andrus, discusses the evolution of the Surdna board’s thinking on impact investing. Hawkins describes the contours leading to the board’s eventual embrace of a PRI fund and the how the family’s values informed that decision.

What is mission investing and is it different from impact investing?

Posted by Mission Investors Exchange on October 17, 2014

Mission investments are made by foundations and other mission-based organizations to further their philanthropic goals. Mission investments (like impact investments) are intended and designed to generate both a measurable social or environmental benefit and a financial return.

Getting started with impact investing: Overcoming resistance from family and board members

Posted by Julia Balandina Jaquier on November 15, 2012

Editor’s Note: Impact investing is of growing interest to the many thousands of philanthropic families around the world who manage their philanthropy through family foundations and family offices. In this month’s edition of Family Giving News, we present practical solutions and advice regarding one of...

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