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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
Essentials of Impact Investing: A Guide for Small-Staffed Foundations addresses those challenges and highlights those opportunities. The guide demystifies the process of designing and implementing an effective impact investing strategy, offering advice, tools, and real-world examples of impact investing by foundations with few or no staff.
Topic: 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

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