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.
www.fidelityprivatefoundations.com/resources_foundadmin_strategy.html
Understanding Private Foundation Regulations: Jeopardy Investments
Fidelity Private Foundation Services
A good summary of a foundation’s basic legal compliance issues regarding jeopardizing investments.
https://www.fidelityprivatefoundations.com/resources_foundadmin_jeopardy.html
Spending Policies and Investment Planning for Foundations: A Structure for Determining a Foundation's Asset Mix
Council on Foundations
This study can help board members review and determine the appropriate asset allocation and spending policies for their foundation. Available for purchase.
www.cof.org/publications
Asset Allocation and Spending Policy Analysis Questionnaire (PDF)
IKnow.org, Raffa & Associates, P.C.
This questionnaire is designed to collect information necessary to perform an analysis of a foundation’s endowment fund based on current asset allocation, spending policy and other factors that have a material impact upon the fund’s total return.
www.iknow.org/images/SEIAsses.pdf
Investment Planning for Family Foundations (PDF)
Association of Small Foundations
This article summarizes seven basic steps for effective foundation investment management (reprinted from “Family Matters,” Council on Foundations).
www.foundationinabox.org/guide/investment/need_for_investment_planning/file
Financial Committees
BoardSource
This guidebook provides an in-depth look at the functions of a board’s finance, audit and investment committees. Available for purchase.
www.boardsource.org/Bookstore.asp
Engaging Investment Advisors (PDF)
Association of Small Foundations
This article outlines the key considerations and criteria for foundations to consider when seeking investment help (reprinted from “Resources for Family Philanthropy,” National Center for Family Philanthropy).
www.foundationinabox.org/guide/investment/choosing_an_investment/file
Investing Wisely (PDF)
Council on Foundations
This “Family Matters” newsletter reprint includes articles on investing in a changing economy, changing asset allocations and choosing investment consultants.
www.cof.org/files/Documents/Newsletters/FamilyMatters/fmwinter02.pdf
Investing in Your Mission
National Center for Family Philanthropy
Articles from Family Giving News on ways for a foundation to link its investment strategies to its mission.
www.ncfp.org/FGN-Mar_2003/Up_Front.htm
Megan Wentworth
For Additional Resources, please see the Investment Policy section of the Grantmakers of Oregon and Southwest Washington website:
