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Where Does Your Cash Sleep at Night?

Wednesday, July 10, 2019
... L. Wahl and Paige Chapel Local giving is a priority for the vast majority of Exponent Philanthropy members. This ... who associate charitable giving with supporting our local nonprofits, places of worship, or community members who are ... CDFI (bank, loan fund, venture fund or credit union) that services your community, groups such as the  Community ...

Is Your Organization Prepared for a Major Market Shift?

Glenmede Post 2019
Monday, November 4, 2019
... members, to beneficiaries and grantees. It is important for those involved to understand what may trigger a ... Lack of compliance with policies or regulations Need for third-party expertise Increased complexity Leadership ... Today Glenmede provides highly customized investment services to endowments, foundations, institutional entities, ...

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

Thursday, June 29, 2017
... if you demanded more of your endowment. While you wish for more resources to grow your foundation’s effectiveness, ... Four: Know what you own. Bring in your asset manager – for no additional fee – to teach your committee the ... managers nearby, who want your business and will work for it. Step Five: Make friends. Visit other foundations that ...