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A corporate member asked for what other corporations do regarding employee’s goal and objectives. Do they include volunteerism or volunteer activities as part of an employee’s review, or their annual goals?
Strategic asset allocation is arguably one of the most important, yet least advanced, aspects of investing. The Investment Strategy Group (ISG) in the Goldman Sachs Investment Management Division has developed a new approach to strategic asset allocation, which leverages the idea that long-term investment returns derive from multiple distinct sources called “return-generating factors.” This multi-factor approach is designed to help investors better understand the key sources of long-term return across asset classes and to increase the precision of long-term risk and return estimates. It also provides investors with a new way to think about portfolio diversification, allowing them to focus not only on diversification across asset classes but also
on diversification across the underlying sources of return.
These resources are from CNJG's 2016 Annual Meeting & Holiday Luncheon where the topic of shifting demographics was explored. Research by the Pew Research Center shows that New Jersey, and the nation, is experiencing the most striking social, racial, economic, and demographic shifts that have not been seen in more than a century. Funders will need to address the new challenges this “next America” will face, including an increasing aging population, greater racial tapestry, the influence of religion and technology, and more.
The William and Flora Hewlett Foundation has had a long-standing commitment to increasing the effectiveness of grantmaking organizations, a commitment reflected in its Philanthropy Grantmaking Program. In 2015, the Foundation commissioned Harder+Company Community Research, in partnership with Edge Research, to conduct a field scan to inform its own strategies in this area as well as those of other organizations working to increase philanthropic effectiveness.
The Foundation was interested in learning more about how foundations find knowledge and how it informs their philanthropic practice. The scan focused on practice knowledge, which the research team defined as anything about the effective practice of philanthropy irrespective of the programmatic issues that are the goals of most grantmaking. The research team used a variety of methods to ensure that a wide range of perspectives are reflected in the field scan findings, including interviews with staff and board members from 75 foundations, an online survey of foundation professionals that had 738 respondents, four in-depth case studies, and a literature review. The field scan was exploratory and offers findings from foundation staff and board member perspectives.
The rise of ESG and the SEC's impending climate disclosure requirements has put increasing pressure from the investment community on companies to meet specific reporting requirements. In addition, employees, communities and customers are demanding that companies address their concerns on a wide range of social and environmental issues. The growing number of reporting standards and frameworks can make it difficult for CSR and Philanthropy professionals to determine the best approach to reporting on their company's efforts.
This session will provide concrete ideas and steps on how to create an effective impact report that balances competing demands from a range of stakeholders. Specifically, how do companies acknowledge the tension between the need to meet a particular reporting requirement and authentically reporting on the relationships with the community? Within these structures that they can’t change, what are their choice points for more equitable practices?
Cost: Free for CNJG Members; $150 for Non Member Grantmakers
This program is only open to staff and trustees from grantmaking organizations.
This program is presented by Philanthropy New York.
CNJG’s Finance and Investment Affinity Group exists to keep foundation executives informed as they manage the investment of their corpus. Growth of foundation assets and the active exchange of sound investment strategies is the focus of each program.
Join us for a breakfast presentation and Q&A where we will discuss J.P. Morgan’s views across traditional and alternative asset classes for the year ahead. Michael Pages and Chris Baldi will lead the discussion.
Michael Pages is a Senior Banker and Executive Director at J.P. Morgan. He works alongside a team of professionals who share responsibility for advising endowments, foundations and select family offices across the US on a variety of matters including asset allocation, portfolio construction, capital and liquidity strategies and execution. He has deep expertise in the Outsourced Chief Investment Officer (OCIO) model and is Team Lead.
Chris Baldi is a Vice President and Investment Specialist at J.P. Morgan Private Bank. He is responsible for advising ultra-high net worth families and senior executives on a variety of matters including asset allocation, portfolio construction, capital and liquidity strategies and execution.
Cost: Free for CNJG Members; $75 for Non Member Grantmakers (includes full breakfast)
Thank you to JP Morgan for hosting and providing breakfast for this program.
The New Jersey Civic Information Consortium (NJCIC) is pleased to announce over $1 million granted to 12 news and information organizations across the state. This announcement comes on the heels of a major victory for local news: New Jersey lawmakers and Governor Phil Murphy recently approved a $2.5 million investment for the New Jersey Civic Information Consortium in the FY26 State budget — ensuring our support for trusted, community-rooted journalism continues into the next fiscal year.
These renewal grants support important work in newsrooms and civic media outlets already making a difference — from amplifying underrepresented voices to training the next generation of media professionals. Together, these projects serve a diverse range of communities, addressing information gaps and creating lasting infrastructure for local reporting, media training, and civic leadership.
“By supporting these grantees for another year, we’re investing in long-term impact,” said Chris Dagget, Board Chair and Interim Executive Director of the Consortium. “The organizations in this group are already embedded in the communities they serve. With this support, they’ll be able to deepen that work.”
The NextGen Giving Circle of the Princeton Area Community Foundation awarded $27,500 in grants to three local nonprofits for a children’s school day breakfast initiative, a workforce program for high school boys, and job training for teens and adults.
At Every Child Valued’s breakfast program, the grant will be used in part to help offset the cost of groceries. At the Father Center, the grant will help pay for field trips and test fees for boys enrolled in an employment and credentialing program. At RISE, the grant will help fund workforce training for its thrift store staff.
“I founded NextGen with the goal of inspiring and developing the next generation of philanthropic leaders in our community,” said Jeremy Perlman, who created the fund in 2017. “The giving circle brings together like-minded young professionals to learn how nonprofits are addressing key issues facing individuals and families in the greater Trenton area, and to make a bigger impact than any one of us could on our own.”
A CNJG corporate member asked for help with the scenario in which a corporate policy of not supporting religious organizations in their grantmaking, causes problems helping during a disaster in an urban or rural area, when the program that is delivering the disaster relief is based within a church. They want to work with those programs (a church serves as the program’s fiscal sponsor) who support efforts for hunger, homelessness, substance abuse recovery, racial equity, etc. as long as they do not discriminate and do no limit it to their own congregations. The request for policy samples to work around this religious organization hurdle as long as there is no discrimination or funding the actual church’s worship, was compelled by CNJG staff and is listed here.
This one-hour webinar will offer a high-level overview of employment law trends and best practices for foundations. Attorneys from the Labor & Employment and Nonprofit & Tax-Exempt Organizations groups of Dentons, the world’s largest global law firm, will present practical tips for small and mid-size foundations with regard to employment and workplace issues. Drawing from both national trends in the industry and the impact of the pandemic and social change, topics will include:
- social media policies;
- remote and hybrid work considerations;
- job descriptions and changes with hiring practices; and
- independent contractor agreements.
Our speakers will hold time for Q&A at the end of the presentation. As part of the registration process, attendees may also submit questions or topic area suggestions for our speakers to address if time allows.
Speakers
Carsen Ruperto, Counsel, Dentons Cohen & Grigsby
Hayley Haldeman, Counsel, Dentons, Cohen & Grigsby
This program is for members of the following philanthropy-serving organizations: Maryland Philanthropy Network, Council of New Jersey Grantmakers, Florida Philanthropic Network, Grantmakers of Western Pennsylvania, Philanthropy Wisconsin, NY Funders Alliance, and North Carolina Grantmakers.
Capacity building enables nonprofit leaders and organizations to develop the skills and resources they need to improve their work. Since each situation is unique and circumstances are always changing, effective capacity-building support is tailored to best suit the needs of grantees. This publication offers practical guidance and considerations to help grantmakers design an impactful approach.