Finance

Investment Strategies for Small Foundations

Publication date: 
11/2009

This in-depth session for foundations with few or no staff explored the many opportunities and challenges that small foundations face in today’s new world. Learn the latest thinking on foundation investment strategies. Presenter: Jay Morgan, director of investment manager research, Hartland & Company Investment Consultants.

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: 
Audience: 

Using Your 990 to Communicate Effectively

Publication date: 
12/2006

990 forms are now the most commonly used data source about nonprofits, according to the Urban Institute, but they are a poor choice for this task. The forms were not designed for broad public consumption, but to help regulators ensure that organizations remain true to their charitable purposes. Still, when your foundation prepares its next 990-PF or 990, there are many steps you can take to enhance the form’s communications value.

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