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    Investment Policy (Grantmaking) Topic   

    General

    see also:

    Mission Related Investing (Grantmaking)
    Program Related Investments

     

    Investment Policy (Grantmaking)+background    
    Investments: What Every Grantmaker Should Know Minnesota Council on Foundations Aug/Sept 2004 From the MCF series "Notes", an in-depth look at investments for nonprofits. ...

    Add +definitions

     

    Findings

    Investment Policy (Grantmaking)+best practices    

    Forum of Regional Associations of Grantmakers

    Considering Your Foundation's Investment Strategy Fidelity Private Foundation Services A good summary of a foundation’s basic fiduciary responsibilities regarding investments. ...

    Investment Policy (Grantmaking)+issues    
    Does Your Investment Policy Statement Measure Up? Association of Small Foundations Scott Thayer An article from their newsletter, "Essentials" about the importance of investment policy ...

    Investment Policy (Grantmaking)+lessons learned    

    On the Money: the Key Financial Challenges Facing Nonprofits Today

    by Nancy Burd, 2009 Grantmakers for Effective Organizations Featured Publication*, http://www.geofunders.org/publications.aspx ...

    Investment Policy (Grantmaking)+standards in field    
    Managing Foundation Investments: Policies & Practices (PDF) Council on Foundations This booklet covers several key legal and ethical issues regarding foundation investments. www.cof.org/files/Documents/Building%20Strong%20Ethical%20Foundations/Investment_Policies.pdf

     

    Resources


    Where to start

     

    Of all the People & Organizations involved with Investment Policy (Grantmaking), who knows most? What are the best contacts for people just starting out on this topic?

     

    Grantmakers of Oregon and Southwest Washington    
    GOSW is a member services organization for funders in Oregon and SW Washington.  They are an excellent resource for any and all questions and resource ...
    Council on Foundations    
    "The Council on Foundations (COF) is a membership organization of more than 2,000 grantmaking foundations and giving programs worldwide. We provide leadership expertise, legal services ...
    National Center for Family Philanthropy    
    "The mission of the National Center for Family Philanthropy is to promote philanthropic values, vision, and excellence across generations of donors and donor families." ...
    Association of Small Foundations    
    ASF is a membership organization of nearly 3,000 foundations with few or no staff. ASF enhances the power of small foundation giving by providing the ...
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    People & Organizations

     

    Here are all the People & Organizations working on Investment Policy (Grantmaking):

     

     

    click here to add your organization (don't forget to indicate that they focus on Investment Policy (Grantmaking))

     

    Supporting Foundations and Affinity Groups

     

    click here to add your foundation or affinity group (don't forget to indicate that they focus on Investment Policy (Grantmaking))

     

    Other

    Add +other

     

    Add +Attached Documents

     

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    Cards: Investment Policy (Grantmaking) Last Editor: Phoebe Owens  

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    Cards: Quick Reference Last Editor: Mike Phillips  

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    Call for Information   

    a nonprofit group asks:

    "We would like to conduct a social impact study of our members that  illustrate the programmatic impact nonprofits have on the community. We have been able to find reports for the economic impact of nonprofits, but not a compilation of their social impact, their program benchmarks, as it were. Do you know of any reports or organizations that are doing this kind of work that we could link with or use their survey work?"

    Indeed, we have extensive information here:

    Social Impact of Nonprofits
    Philanthropy and Social Impact

     

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