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This community foundation listserv discussion gathers recommendations on institutional advisors and investment firms.
This is a sample investment policy from the Licking County Foundation.
This is a sample request for proposals for a community foundation investment manager.
This is a sample scoring matrix for an investment advisor request for proposals.
The fall Philanthropy Review edition features three Philanthropy Forward '24 plenary speakers reflecting on how funders can invest in American democracy in ways that go beyond partisan politics; Fund Evaluation Group's market synopsis; Keith Burwell's thoughts before he retires from Greater Toledo Community Foundation; Claudia Herrold's President's Pen column as interim president & CEO; interviews with new sector leaders; and more!
Read how Cleveland Foundation and Knight Foundation support local journalism; Philanthropy Forward ’23 plenary speaker Tiffany Manuel, Ph.D., delves into strategies to ensure nonprofits succeed; Fund Evaluation Group comments on the market; 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.