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

Thursday, June 29, 2017
... opportunity to align our financial resources with the social justice values that guide the Foundation’s grantmaking,” says  Carra ... options to the full board. By focusing on learning and not decision making, tempers and opinions will stay in check – hopefully! ...

Where Does Your Cash Sleep at Night?

Wednesday, July 10, 2019
Originally posted to Exponent Philanthropy’s blog . By Kristina L. Wahl and Paige Chapel ... mission-aligned investing are hot topics, but to many it is not always clear how to get started. We suggest taking a look at ... into a social enterprise? In some cases, a pilot or test can be a great way to get started with mission investing while limiting your risk ...

Is Your Organization Prepared for a Major Market Shift?

Glenmede Post 2019
Monday, November 4, 2019
... Along with leadership succession plans, protocols should also be developed for how investment policies and procedures, tax and ... to Glenmede Trust Company clients and friends and is not intended as personalized investment advice. Advice is provided in light of ...