Finance Staff

26 Jan 2022

Flexing Your Biggest Muscle: Shareholder Engagement for Foundations

Wednesday, January 26, 2022 -
2:00pm to 4:00pm
There is increasing awareness about the importance of foundations having a positive impact with their investments by aligning their endowments with their grantmaking. Shareholder engagement is one way that foundations can influence a company’s...
23 Jun 2021

A New Frontier - Racial Equity in the Asset Management Industry Today

Wednesday, June 23, 2021 -
2:00pm to 4:00pm
Despite numerous studies showing that Black-owned asset management firms perform on par with, or better than, white-owned firms, Black asset managers continue to face inequitable barriers to accessing capital from institutional investors. Please...
22 Apr 2021

Look Under The Hood and Demand More - Investing With a Racial Equity Lens

Thursday, April 22, 2021 -
10:00am to 12:00pm
Addressing race equity and justice in philanthropy can – and must – take many forms, from our grantmaking portfolios, to our application and reporting requirements, to how we evaluate ourselves and our grantees. The manner in which our endowments...
12 Nov 2019

Census 2020: Why and How It Matters for Impact Investing - A Webinar Hosted by Mission Investors Exchange

Tuesday, November 12, 2019 -
3:00pm to 4:30pm
How do impact investors and policymakers use and rely on census data? And what are the consequences for impact investors if the census fails to include all our communities? Join our partners, Mission Investors Exchange, for a 90-minute webinar...
30 May 2018

Equity and Asset Management – Why It’s About Dollars and Sense

Wednesday, May 30, 2018 -
9:00am to 12:00pm
Many funders say racial and gender equity strengthens their grantmaking and aligns perfectly with their philanthropic mission. Thus, more foundations are interested in assessing the equitability of their operational practice.
11 Apr 2018

Moving Beyond Financial Education: A Grantmaker's Guide to Investing in Impactful Financial Capability Programs - Webinar

Wednesday, April 11, 2018 -
1:00pm to 2:00pm
For decades, we believed in Francis Bacon's declaration that "knowledge is power" when it comes to increasing financial health. Now we have ample evidence that financial education alone is not powerful enough to change behavior. So, what works?
10 May 2017

Which Impact Investing Tools Are Right for Your Foundation’s Mission?

Wednesday, May 10, 2017 -
9:00am to 11:00am
Many funders know the basics of impact investing and why their organizations should get in the game. But it can be hard to know, what are the right financial instruments to pair with my foundation's mission and program goals?
19 Apr 2017

Legal Series - Self-Dealing and Conflicts of Interest (Family Foundations & Family Offices)

Wednesday, April 19, 2017 -
3:00pm to 5:00pm
The self-dealing, conflict of interest and related party transaction rules for private foundations are among the most complex and important considerations in foundation operations and governance.

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