You are here

Finance

This gathering will feature the investment perspectives of Kurt Reiman from USB.

Audience: Executive Staff

A conference for CEOs, executive directors, CFOs, trustees, finance and investment committee members.

Topic: Finance

The latest developments in asset allocation and risk in today's markets is the focus of this program.

Audience: Executive Staff
Topic: Finance

Responding to the urgency of this moment in time, Asset Funder Network’s new brief is reimagining and building on past recommendations to map more just paths to economic resilience moving forward.

This report explores the 5% payout rate to help answer the question, Have the market forces and growth in philanthropy changed enough to warrant an increase in the 5% rule for private foundations? 

Audience: All Funders
Topic: Finance

The CCSF report is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2019 CCSF studies 265 private and community foundations that represent $104.7 billion in assets.

Audience: All Funders
Topic: Finance

Seeking ways to maximize the social and economic returns of their place-based impact investments, foundations, CDFIs, private investors, and others are turning to collaboration.

Topic: Finance

A combination of curated, synthesized, and original content, this library of resources is intended to help foundations and investors at different stages of practice begin to explore the many ways they can grow and deepen their commitments to racial equity and impact investing. 

Audience: All Funders

In January and February 2018, CEP surveyed nonprofit and foundation leaders to gain insights into these questions. Based on survey responses from 170 nonprofit CEOs and 187 foundation staff who hold the highest level of responsibility for programmatic work at their foundations, Bracing for a Downturn: Nonprofits, Charitable Deduction Worries, and How Foundations Can Help finds that a majority of nonprofit and foundation leaders are concerned about a potential decrease in charitable giving as a result of the new tax law.

Audience: All Funders
Topic: Finance

The Principles for Good Governance and Ethical Practice outlines 33 principles of sound practice for charitable organizations and foundations related to legal com

Pages