Finance & Asset Management

Generating Impact and Returns

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Across the country, foundation executives and trustees, philanthropy collaboratives and individuals are harnessing the power of impact investing to generate financial returns together with social and environmental benefits. These four briefs describe examples of impact investing in Chicago, New York, San Francisco and Washington, DC.
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What to Look for in a Nonprofit's Financial Statement

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In What to Look for in a Nonprofit's Financial Statement, participants learned how to analyze and evaluate nonprofit financial statements and know what questions to raise for further analysis. They walked through a set of financial statements, focusing on definitions and relationships of numbers.

Key Facts on Mission Investing

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The number of charitable foundations employing their investment portfolios to achieve a social benefit is on the rise, according to this report. Key Facts on Mission Investing finds that one in seven surveyed foundations are directing their assets to market-rate mission-related investments and/or below-market-rate program-related investments. By investing endowment dollars to further their charitable missions, these grantmakers —which hold 20 percent of all U.S. foundation assets— are extending the public benefit of their resources. The report also offers perspective from Stephen Viederman,...

Diminishing Dollars: The Impact of the 2008 Financial Crisis on the Field of Social Justice Philanthropy

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This report focuses on the impact of the 2008 financial crisis on the field of social justice philanthropy, and provides projections through 2015 for asset and grantmaking levels. The Foundation Center identifys historical trends in foundation assets, spending and giving levels.

Jessie Smith Noyes Foundation Investment Policy

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Innovative strategies and new investment opportunities can be used to align investment practices with mission objectives to sustain the public good. Jessie Smith Noyes Foundation offers a look at their investment policy which can be used as a template for others.


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