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Endowments & Foundations » Get the Best from Your Board
April 26, 2018 | Wealth Management
Non-profits depend on the dedication of its board, staff, and volunteers to make their mission a reality. Without an educated, engaged board and staff, an endowment or foundation may find it difficult to articulate its long-term goals and set a path to achieve them.
Audience
InstitutionalEndowments & Foundations » Balancing Varying Perspectives in Your Endowment/Foundation Spending Decisions
March 21, 2018 | Wealth Management
Spending decisions are at the core of what endowments and foundations are designed to do. Spending, in this case, refers to distributions or withdrawals designated to support the missions of non-profits and charities. Despite most agreeing on the importance of these decisions, there may be little …
Audience
InstitutionalEndowments & Foundations » Four Elements of Effective Mission Statements
July 25, 2017 | Investment Themes
One advantage private foundations have over other forms of philanthropy is their longevity. A foundation can extend a donor’s generosity over many years, potentially even after he or she has passed away. However, longevity can bring with it added complication, particularly with regards to an …
Audience
InstitutionalEndowments & Foundations » Documentation: A Simple Step to Strengthen Fiduciary Oversight
May 19, 2017 | Investment Themes
Documentation is a simple but often overlooked aspect of a successful endowment or foundation. Not only is it a way to record processes and procedures, but it’s also closely related to the duties of care and obedience that each fiduciary in an organization is bound to. It’s important for …
Audience
InstitutionalEndowments & Foundations » Considerations for Balancing Investment Goals
April 04, 2017 | Investment Themes
There are three main objectives to think about when establishing an investment approach for your endowment or foundation. Investment income (think interest payments from bonds and dividends from stocks) can provide a steady stream of funding to help support ongoing withdrawals Capital growth …
Audience
InstitutionalEndowments & Foundations » How Trump’s Tax Proposals May Impact Non-Profits
February 01, 2017 | Investment Themes
Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal (e.g., connections to people or groups, stories, feelings) or a financial appeal (e.g., tax savings, estate planning, personal …
Audience
InstitutionalEndowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk
November 15, 2016 | Investment Themes
Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …
Audience
InstitutionalEndowments & Foundations » What Should I Know Before Becoming a Board Member?
October 06, 2016 | Wealth Management
This is a common question from people considering joining a non-profit board. Most have probably already heard of the broad set of duties entrusted to fiduciaries (i.e., fiduciaries have a duty of care, loyalty, and obedience to the organizations they serve). Before becoming a board member, it’s …
Audience
InstitutionalEndowments & Foundations » A Knowledgeable Board & Staff is Key to Success
May 25, 2016 | Wealth Management
What makes an endowment or foundation successful? Healthy investment returns? Sensible withdrawal levels? Strong fundraising? All of these are certainly important, but I would argue that there’s a more fundamental requirement for success: knowledgeable and engaged board and staff. It’s the …
Audience
InstitutionalEndowments & Foundations » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income
April 26, 2016 | Investment Themes
Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …
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