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This is a sample investment policy from the Licking County Foundation.
In fall 2021, Philanthropy Ohio surveyed Ohio community foundations inquiring about operations and administration, and 14 foundations participated. Click the Excel attachment below to access the research, which includes data on assets, grants made, gifts received, annual budgets, investment returns, spending policies, types of funds, software used, COVID-19 relief and more.
Connect with fellow Ohio funders about the challenges and possibilities and identify opportunities to collaborate. Get the mentoring and training you need and be reassured you’re doing things in the best way possible. You have the ability to become the funder you envision and seek to be.
Leading and supporting philanthropic work to center racial equity, we bring training, tools, inspiration and conversations to our members, holding space for peer sharing and cohort learning and expanding to include other marginalized identities and issues.
Elevate your work, grow in your career, exercise your leadership and demonstrate your expertise among your peers. When you join a committee, connect with a peer group or participate in a policy initiative, not only are you giving back to the sector, but you’re also gaining valuable skills and relationships.