Community foundation 501(c)4 investment – 08052021
Publication date:
08/2021
This community foundation listserv query gathers information on investing funds held by a 501(c)4 outside of component funds.
Investments
Community foundation institutional advisors listserv discussion
Publication date:
07/2021
This community foundation listserv discussion gathers recommendations on institutional advisors and investment firms.
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.
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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