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A Toolkit for Community Foundations
“Impact investing” is the practice of investing for social and environmental impact while generating financial return. For community foundations, impact investing represents a new, complementary tool for achieving community change. Community foundations are…
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices, and the 2024 CCSF studies 255 private and community foundations representing $104.9 billion in assets. Topics covered include:Returns and Investment ObjectivesAsset…
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices, and the 2025 CCSF studies 285 private and community foundations representing $126.9 billion in assets. Topics covered include:Returns and Investment ObjectivesAsset…
What are the legal requirements for private foundations wishing to make cross-border grants?
What is equivalency determination?
What is expenditure responsibility?
How do I decide whether to use equivalency determination or expenditure responsibility?
What are the legal…
Private foundations wishing to make a cross-border grant must ensure that:The grant is clearly for a charitable purpose, andThe grant counts as a qualifying distribution for the purpose of meeting the foundation’s annual distribution requirement.The easiest way for a private foundation to satisfy…
This event is for Career Pathways Program Alumni who want to step away from the challenges of their day-to-day to find renewed energy and motivation. Over the two and a half days, attendees will embark on activities that sharpen leadership skills holistically through a lens of career development…
This event is the Council's annual retreat for early-tenure private foundation, corporate foundation and giving program chief executives who want to step away from the challenges of their day-to-day and find renewed energy and motivation in fellowship with other new CEOs.Hosted by Tiffany Benjamin…
Career Pathways is a leadership development cohort program designed to accelerate the careers of diverse professionals in the philanthropic sector. Graduates of the program will deepen their expertise, expand their networks, and hone their leadership skills to advance the field.Career Pathways…
“If I create a fund at the community foundation, can my investment manager still manage the funds?” You may have already come across a donor that asked this question. Such a donor is essentially requesting that the fund they create be invested outside of the foundation’s investment pool(s). While…
Practice 1. The board (and investment committee and staff, if any) of a foundation should understand and fulfill their respective fiduciary responsibilities and duties under applicable law and the governing documents of the foundation and stay informed regarding any relevant changes in law, duties…