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Slide presentation reviewing the basics of avoiding self-dealing as a family foundation.
This document is an editable foundation investment policy template.
This sample document is being provided for informational purposes only and is not to be shared without the permission of the Council on Foundations. Use of the sample document does not create an attorney-client relationship, and…
Question:
What should corporate foundations and their parent companies consider when purchasing tickets to fundraisers?
Response:
Whether they are tickets to a dinner, to a performance, or simply for general admission to a facility, tickets have an economic value. When a company or…
Office equipment and supplies may always be shared if the parent company provides the foundation with the equipment or supplies free of charge. It is also possible for the parent company and the foundation to share the cost of equipment and supplies, but great care needs to be taken to structure…
In this third installment of the Legal and Tax Compliance for Corporate Grantmakers webinar, participants continue a review of the rules against self-dealing, where they come from and what they involve, as well as compare to rules regarding conflict of interest. We analyze a case study, a real life…
In summer 2011, the Maine Community Foundation, New Hampshire Charitable Foundation, and the Vermont Community Foundation came together, with the help of GPS Capital Partners and TPI, to jointly evaluate the potential for expanding impact investing as a program strategy and donor service. This case…
In this report, the World Economic Forum Investors Industries consulted the senior decision-makers and portfolio managers of the largest and most innovative investors in the world to facilitate a more realistic vantage point on the challenges in scaling the sector.
The Impact Investor Project was established in 2012 as a two-year research partnership between InSight at Pacific Community Ventures, CASE at Duke University, and ImpactAssets. The goal was simple: supplant the guesswork and conjecture in impact investing with solid evidence of high performance and…
This issue brief from the Global Impact Investing Network (GIIN) details the motivations, benefits, considerations, and suitable scenarios behind the use of catalytic first-loss capital in impact investing transactions. Catalytic first-loss capital refers to socially- and environmentally-driven…