Investments

2021 Community Foundation Administration Operations Survey

Publication date: 
12/2021

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.

Resource Type: 

Philanthropy Review Summer 2021

Publication date: 
06/2021

The Philanthropy Review 2021 summer edition member newsletter features a new series to build nonprofit capacity and enhance impact for members and grantees; tips on reviewing your investment policy statement; the results of the 2020 membership satisfaction survey; guidance on succession planning; the Philanthropy Forward ’21 plenary speakers and much more!

Staying Legal: The Pension Protection Act Webinar Recording

Publication date: 
01/2020

It is essential that any community foundation involved in the administration of donor-advised and scholarship funds have a thorough understanding of the Pension Protection Act. This Midwest (Tri-State) Community Foundation Webinar was presented by Phil Purcell, our lawyer on call, who explained the Pension Protection Act and more.

Investing Evolves

Publication date: 
05/2014
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.
Resource Type: 
Topic: 

Pages

Subscribe to Investments