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Finance

From the Commonfund, these white papers on investment policy statements, spending policy, board governance and risk tolerance, together with their most recent studies of investments at private and community foundations, operating charities and nonprofit healthcare organizations are made available though CNJG's Investment Forum for Foundations and Endowments.
Audience: All Funders
Topic: Finance

The Standards for Excellence code provides a framework and step-by-step guidelines to achieve a well-managed and responsibly governed nonprofit organization.

A publication of the Internal Revenue Service, this document addresses activities that may jeopardize a charity's exempt status, recordkeeping, required public disclosures and other issues of importance to public charities.

Topic: Finance

This presentation by legal and financial advisers at a Washington state community foundation convening covers danger areas for donor advised funds, fiscal sponsorship, and Form 990 issues.

Topic: Finance
This report from the Investment Strategy Group (ISG) in the Goldman Sachs Investment Management Division provides 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.”
Audience: Executive Staff
Topic: Finance
A Market Emerges: The Six Dynamics of Impact Investing reports trends and challenges in the field of impact investing.
Audience: Corporate Giving
Topic: Finance

This report from the Wallace Foundation that recommends that funders boost payments for overhead, reduce burdens and invest in building nonprofits' financial management capabilities in order to help grantees build strength through better financial management.

Audience: All Funders
Topic: Finance

This report from the Urban Institute and the Tax Policy Center discusses how various reform proposals could have relatively similar impacts on the federal budget but quite different effects on nonprofits and the tax rules affecting them.

Audience: All Funders
Topic: Finance

This how-to primer from Mission Investors Exchange is a comprehensive tool to increase your understanding about making program-related investments (PRIs).

Topic: Finance

This Idealware guide looks at the features and processes used by five different integrated software solutions to help community foundations manage funds, track grants, solicit donations, provide online support for donor advised funds and track accounting data.

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