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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…
This webinar explores the importance of having a formal strategy, the relative merits of some traditional policies, and some ideas on using technology to allow for new strategies.
Featured Speakers:
Scott George, Chief Investment Officer, Mason Investment Advisory Services, Inc.
Thomas R…
Understanding the challenges of currency fluctuations on international grantmaking, and taking action to minimize their impact can ensure that this natural process does not become an added barrier to overseas giving. This resource focuses on some of the challenges foundations and giving programs…
This white paper outlines best practices with proven results that foundations can use to find and create a diverse and inclusive staff and investment advisory team. Readers will learn how to make the business case for more diverse and equitable strategies and link success in this area with…
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This member update will focus principally on important issues related to foundation financial management and endowment performance. We will look in depth at the Council's recent research on endowments and preview our upcoming Endowments and Finance Summit in New York…
This member update focused principally on important issues related to foundation financial management and endowment performance.
IRS Notice 2020-23, issued on April 9, 2020, clarifies that tax-exempt organizations are fully included in COVID-19 relief. Specifically, the filing and tax payment deadlines for IRS Form 990 series (990, 990-EZ, 990-PF, and 990-T) normally due between April 1, 2020 and July 15, 2020 are…