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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
The guide and accompanying spreadsheet template break down the process of understanding true program costs, either through budgeting or financial reports, into several stages.
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

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

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