The Council's Board of Directors released this guidance memorandum in March 2010 and strongly recommends that when reviewing and approving foundation investment policies and procedures practices, all foundations—private and public—consider these best
The intricacies of spending policies, investing decisions, asset allocation can be overwhelming. As a philanthropic executive or board member, however, it is critical for you to remain engaged in the investment management process. The Council can help with these efforts by offering a wide range of investment and spending policy resources to help your foundation follow sound governance procedures.
In-Depth knowledge on Investment & Spending Policies
The most comprehensive annual survey of its kind on private foundation investment practices and governance. The 153 foundations participating in the 2013 CCSF represent $94.1 billion in assets.
Review and compare asset allocation, investment performance, and management practices of community foundations.
This webinar explores the importance of having a formal strategy, the relative merits of some traditional policies, and some ideas on using technology to allow for new strategies.
This article focuses on conflicts of interest around foundation investments. May foundation board members (or other closely affiliated individuals or businesses) manage foundation investments? May they be paid for this service?
Helpful tips and resources for managing your investments. Members only content.
“If I create a fund at the community foundation, can my investment manager still manage the funds?” You may have already come across a donor that asked this question.