Katy Moore recaps two of the big take-aways from last week's Foundation Finance Affinity Group meeting on excise tax rules.
CFOs & finance staff: Join us for the first meeting of the new Foundation Finance Affinity Group.
Join your fellow foundation CFOs and finance staff to hear from industry expert Andrew Schulz, General Counsel for Arabella Advisors, on how to navigate the 1% and 2% excise tax rules and avoid costly penalties.
Join your fellow foundation finance officers as Chris Peterman, partner at O’Connor Davies, addresses topics such as: What constitutes payout? How is the payout rate calculated? And, why do foundation payout rates differ?
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.
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?
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.
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.