Courage in Practice: 5 Principles for Peak Grantmaking

Posted on October 13, 2020 by PEAK Grantmaking

PEAK Grantmaking believes that a set of principles is needed to support grantmakers in their efforts to make practices a strategic imperative within their organizations. Created by and for our members, the Principles for Peak Grantmaking is our call to action to transform the practice of philanthropy into the practice of principled grantmaking. These five Principles will help you implement more effective,… Read More

The Case for Funding Black-Led Social Change: Redlining by Another Name – What the Data Says to Move from Rhetoric to Action

Posted on September 21, 2020 by ABFE: A Philanthropic Partnership for Black Communities

In late 2015, BSCFN was birthed from a partnership between ABFE and the Hill-Snowdon Foundation. In March of 2017, BSCFN released The Case for Funding Black-Led Social Change—its first case statement. In accordance with its primary goal—to help vitalize and strengthen the infrastructure for Black-led social change by advocating for much greater philanthropic investment—BSCFN has developed several critical research questions… Read More

The Materiality of Sustainability for Investors

Posted on September 8, 2020 by Cambridge Associates

Sustainability is increasingly material to investment returns. In this paper, experts from Cambridge Associates discuss five prominent trends that are likely to have relevant implications for investment portfolios over the long term. The five trends we highlight — climate change, multi–stakeholder driven society, resource degradation, demographic challenges, and technological revolution — all warrant attention from investors, even if they have… Read More

The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action

Posted on September 8, 2020 by Cambridge Associates

Family offices and family foundations are among those leading the movement to integrate values and investment strategy through impact investing. Families pursue impact investing for a variety of reasons, ranging from alignment with personal values and philanthropic goals to risk mitigation and long-term out performance to a desire to influence broader social and environmental challenges facing society. This paper from… Read More

Racial Equity Investing: The Time is Now

Posted on September 8, 2020 by Cambridge Associates

As we all grapple with the COVID-19 pandemic alongside widespread protests after the deaths of George Floyd and others, many asset owners are trying to determine how they can activate their investment portfolios to advance racial and social equity more broadly. In 2018, experts from Cambridge Associates reviewed the state of social equity investing, with a focus on racial equity… Read More

Pathways to Sustainable Investing: Insights from Families and Peers

Posted on September 8, 2020 by Cambridge Associates

Every day, wealth owners, families, and family office professionals start down the path of sustainability investing. This paper details the typical path these investors take, the questions many of them face, and the way that many of them successfully develop a winning strategy that generates both returns and impact. Based on observations over the years, we have developed a framework… Read More

Impact Investing Handbook: An Implementation Guide for Practitioners

Posted on August 31, 2020 by Patrick Briaud, Rockefeller Philanthropy Advisors, Steven Godeke

The Handbook comes at a pivotal moment. In the midst of urgent social, economic and environmental challenges including COVID-19, a rapidly changing climate, growing economic inequity, and broader realization of systemic impacts of racism, more investors are seeking to better understand the positive and negative consequences of how they deploy capital. There is a growing realization among those who seek… Read More

Balancing Purpose, Payout, and Permanence

Posted on August 30, 2020 by Council on Foundations, National Center for Family Philanthropy, Tony Macklin

How much should we spend? This is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance four factors—purpose, conditions and trends, time horizons, and assets for mission—especially in times of greater crisis or opportunity. It… Read More

Participatory Grantmaking: Has Its Time Come?

Posted on August 25, 2020 by Cynthia Gibson

The paper synthesizes several existing participatory frameworks, identifies common components, and applies these to philanthropy as a “starter” framework that can, hopefully, be used as a springboard for ongoing discussion and development among grantmakers and non-grantmakers. The paper explores whether these existing frameworks—or at least key components of them—can be applied to institutional philanthropy by proposing a starter framework for… Read More

Integrating Inclusivity Into Your Submission & Application Process: 7 Key Strategies

Posted on August 24, 2020 by Submittable

How can you be more inclusive in a way that’s fair to everyone? And how can you integrate inclusivity into your submission and application processes in a way that doesn’t solely depend on the fallibility of humans, who all struggle with internalized biases and prejudices? This guide examines the importance of being inclusive—and the importance of having concrete and trackable… Read More