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Questions to Ask Your Investment Manager

Publication date: 
01/2009
This PowerPoint, by Jay Morgan, director of investment manager research, Hartland & Company Investment Consultants, shows a framework foundation boards and investment committees can use to assess asset allocation strategies; and provide a practical set of tools for assessing investment managers.
Resource Type: 
Presentation
Audience: 
Executive Staff
Topic: 
Finance
Investments

Improving Access to Health Through Collaboration

Publication date: 
11/2012
Evaluation findings and lessons learned by the wide array of public and community-based organizations that participated in The Colorado Trust’s Partnerships for Health Initiative offer important lessons to help health care organizations better coordinate and align their services and systems and, in turn, to improve health outcomes.
Resource Type: 
Research
Audience: 
Policy Makers
Topic: 
Collaboration
Funding Area: 
Health, Access and Care

A Short Course on Grassroots Grantmaking

Grassroots grantmaking is a place-based grantmaking strategy that is simple yet powerful. Quite simply, it utilizes modest grants and common sense to help people reclaim their place as change-makers in their own community. It is about community engagement at the most human level. The strategy supports the determination and passion of people to actively join with their neighbors to create the community that provides the supportive environment they need to live the life that they want.
Resource Type: 
Best Practice
Research
Topic: 
Grantmaking

From SRI to ESG: The Changing World of Responsible Investing

Publication date: 
09/2013
Thoughtful investment professionals continue to debate whether a portfolio’s long-term performance can be enhanced by including environmental, social and governance (ESG) considerations in the security selection process, but responsible investing is more than a passing trend. Long-term fiduciaries should educate themselves on the fundamental arguments for and against ESG, and think critically about its meaning for the institutions they serve.
Resource Type: 
Research
Audience: 
Community Foundation
Topic: 
Investments

Innovative Crossroads:The Intersection of Creativity, Health, and Aging

Publication date: 
09/2013
The strategy session, Innovative Crossroads: The Intersection of Creativity, Health, and Aging, brought together a select number of health, arts, and aging grantmakers invested in the field along with national experts to explore and discuss: how creative expression can improve health outcomes for older Americans, promising programs, challenges facing funders in supporting programs, and opportunities for funders to advance programs and the field as a whole. This paper is a summary and synthesis of the information presented at the national funder strategy session, the topics and issues examined and considered, and the recommendations that emerged from the day’s discussion.
Resource Type: 
Funder Briefing
Audience: 
Program Staff
Topic: 
Advocacy
Funding Area: 
Aging

Our New Storytelling Guide

Publication date: 
11/2012
This guide summarizes much of what we’ve been touching on through our work. But we’re not aiming to reinvent the wheel. There are plenty of great tips and guides available online so we’ll be pointing you to a variety of those, as well as the resources and tools that we have found helpful in our work. This guide is for many of the storytellers in your organization: senior leaders, marketing and communications professionals, evaluation and research professionals. It includes seven chapters plus resources throughout, examples from the for-profit and non-profit world, and an upcoming tools supplement to the guide.
Resource Type: 
Blog Post
Topic: 
Evaluation

Economic Impacts of 2010 Foundation Grantmaking on the U.S. Economy

Publication date: 
11/2012
This report, sponsored by The Philanthropic Collaborative, assesses the economic impacts of 2010 Foundation Grantmaking on the domestic economy. The study was conducted by Steven Peterson, Clinical Assistant Professor of Economics, University of Idaho and Benjamin Fujii, Research Assistant, University of Idaho and completed in November 2012.
Resource Type: 
Research
Audience: 
Policy Makers
Topic: 
Facts, Figures, Trends

Housing America’s Future: New Directions for National Policy

Publication date: 
02/2013
This report, the culmination of a 16-month examination of some of the key issues in housing, provides a blueprint for an entirely new system of housing finance for both the ownership and rental markets. Under this new system, the private sector will play a far greater role in bearing credit risk and providing mortgage funding, and taxpayer protection will be a central goal.
Resource Type: 
Research
Topic: 
Grantmaking
Funding Area: 
Affordable Housing

How AchieveMission Helped the Corporation for Supportive Housing

This case study explores how the Corporation for Supportive Housing worked with AchieveMission to make investments in its human capital management abilities in order to realign its workforce more closely with its strategic goals and therefore improve outcomes and increase effectiveness across the board. This case study is not an evaluation of AchieveMission, its Talent Initiative program or the Corporation for Supportive Housing. Instead, it provides the story of one organization’s experience and how it felt to create sweeping internal changes with an eye toward securing greater impact.
Resource Type: 
Research
Audience: 
Community Foundation
Topic: 
Capacity Building

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