Learn how two foundations are engaging families to support impact investing initiatives.
Sample document from Community Foundation of Lorain County
Sample investment policy - Community Foundation of West Chester/Liberty
Investment asset allocations - Community Foundation of Shelby County
Brush up on the different types of charitable gift annuities and how you can use them with donors.
Listserv Discussion Postback regarding Investment Committees.
A brief history of investing that advances environmental and social concerns, and why impact investors and sustainable investors should look to what they have in common, not how they differ.
The opportunities mission investing provides to corporate giving programs.
How foundations can use catalytic first-loss capital as an initial foray into mission investing.
A recent U.S. Trust study reveals several disconnects between HNW individuals and advisors centering on the initiation and substance of philanthropic conversations. For instance, many advisors underestimate their clients’ desire to discuss their charitable goals and passions, and overestimate the importance of tax benefits as a motivation for giving.