Nov
21
Family Foundation Webinar Series | Impact Investing
Thursday, November 21, 2019 -
1:00pm to 2:00pm
Learn how two foundations are engaging families to support impact investing initiatives.
Investments
Investment Policy Statement - Community Foundation of Lorain County
Publication date:
12/2018
Sample document from Community Foundation of Lorain County
Investment Policy - Community Foundation of West Chester/Liberty
Publication date:
04/2018
Sample investment policy - Community Foundation of West Chester/Liberty
Investment Asset Allocations 2018 - Community Foundation of Shelby County
Publication date:
01/2018
Investment asset allocations - Community Foundation of Shelby County
Immediate Annuities and Gift Planning - Part One
Publication date:
09/2014
Brush up on the different types of charitable gift annuities and how you can use them with donors.
Investment Committees
Publication date:
05/2014
Listserv Discussion Postback regarding Investment Committees.
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.
Corporate Philanthropy and Mission Investing
Publication date:
03/2014
The opportunities mission investing provides to corporate giving programs.
Leveraging Impact with Catalytic First-Loss Capital
Publication date:
12/2013
How foundations can use catalytic first-loss capital as an initial foray into mission investing.
Study Reveals Disconnects in Philanthropic Conversation
Publication date:
10/2013
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.
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