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The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2023 CCSF studies 291 private and community foundations that represent $126 billion in assets. Topics covered include:
Returns and Investment Objectives
Asset…
View the recording of this thought-provoking webinar on the potential of artificial intelligence (AI) and its significance in shaping digital infrastructure and enhancing equitable outcomes for the social sector.
In this session, speakers from the philanthropic sector discussed how the power…
Congress is back in session this month and facing several decisions and deadlines that could impact your work—and bring the government to a standstill. With federal funding set to expire at the end of September, plus must-pass defense and agriculture legislation that’s causing fights across the…
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2022 CCSF studies 277 private and community foundations that represent $206.8 billion in assets. Topics covered include:
Returns and Investment Objectives
Asset…
This guide is intended to help bring newcomers into the game. It helps high net worth individuals, family offices, and others to know some of the questions, if not the answers, to determine what’s right for them and what to do next to move toward meaningful, measurable impact.
This template community foundation board resolution authorizes the foundation to make a loan as a program-related investment (PRI). These types of activities are generally permitted by state and federal law when they serve to advance the charitable purposes of the foundation.
The term "program-…
This member update focused principally on important issues related to foundation financial management and endowment performance.
The Council's Board of Directors released this guidance memorandum in March 2010 and strongly recommends that when reviewing and approving foundation investment policies and procedures practices, all foundations—private and public—consider these best practices in foundation investment management.
By Susan E. Budak and Susan N. Gary
The widespread adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) across the country has already been of great help to charities, in part because the financial markets collapsed just months after the uniform act was approved. Most,…