Finance Staff
Foundation Finance Affinity Group: Getting Prepared for Your Audit
Foundation Finance Affinity Group: Navigating Private Foundation Excise Tax Rules
Foundation Finance Affinity Group: Calculating the 5% Distribution
Foundation Finance Affinity Group | A Primer: Impact Investments and Mission-Related Investments
This session will look at the nature of impact investments and mission-related investments and highlight what they are, how they are different from traditional investments, and why they may be attractive.
Foundation Finance Affinity Group | Applying an Equity Lens to the Finance Function
Equity has become a key topic in the philanthropic community. Many foundations are embracing equity and working to incorporate it into all aspects of their work, both internally and externally. What does this mean for foundations from a finance perspective?
Foundation Finance Affinity Group: Looking for Returns in Alternative Places
Elevated equity evaluations, low yields, and the expectation of higher volatility as we head into 2018 make alternative investments an attractive option for investors. However, a number of issues need to be discussed before a foundation considers adding alternative investments to its portfolio.
Foundation Finance Affinity Group: Operationalizing Equity - Who Handles the Money?
Over the last few decades, there has been significant progress made in the areas of diversity, equity and inclusion, which has paved the way for diverse investment management professionals and the firms they lead.