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Where Does Your Cash Sleep at Night?

Wednesday, July 10, 2019
Originally posted to Exponent Philanthropy’s blog . By Kristina L. Wahl and ... community facilities—from schools, to health clinics, to arts venues. The Barra Foundation discovered a great onramp ... fund managed by Philadelphia’s  Reinvestment Fund , an Aeris-rated CDFI. ( The Barra Foundation  is a ...

Getting Past Inertia: Ten Simple, Valiant Steps To Align Your Foundation’s Endowment With Your Mission – Or Not

Thursday, June 29, 2017
... judgment these days about your endowment. You use it only to grow more money when it could be doing that and much more. ... and the other temptations on our time. Give this at least an entire board meeting. Step Two: Appoint and anoint. Create an endowment committee of board and staff to learn. ...

Is Your Organization Prepared for a Major Market Shift?

Glenmede Post 2019
Monday, November 4, 2019
... stability and favorable investment markets, it is easy to become content and simply “let the good times roll.” ... within their portfolios. Now might seem like an odd time to initiate transition planning, leadership ... for those involved to understand what may trigger a transitional period, what to do when one occurs and how an ...