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Closing a nonprofit charitable institution presents a range of unknowns to the grantmaking community. In this analysis, authors John Dickason and Duncan Neuhauser provide guidance to foundations considering whether to create a time-limited foundation or bring a foundation to an end. Topics include…
The Council on Foundations' Navigating Mergers and Acquisitions report is a roadmap for corporate philanthropy leaders facing critical questions and considerations about combining philanthropies during times of a business merger or acquisition. This resource, informed by substantive…
This Strategy Guide, developed in partnership with the National Center for Family Philanthropy, invites you to reflect more deeply on how your foundation chooses to balance the four factors of Purpose, Conditions and Trends, Time Horizon, and Assets for Mission, especially in times of greater…
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. Topics covered include:
Returns and Investment Objectives
Asset…
From Mission Investors Exchange, 2012
Article published by Adler & Colvin summarizing the key differences between Mission-Related and Program-Related Investments for Private Foundations. The article also lays out many of the necessary legal and regulatory questions when determining if an impact investing strategy is appropriate for…