Finance & Asset Management

A Practical Guide to New York's Prudent Management of Institutional Funds Act

Publication date: 
03/2011
Enacted in September 2010, the New York Prudent Management of Institutional Funds Act (NYPMIFA) makes important changes to the laws concerning the expenditure of charitable endowment funds. It also includes new provisions concerning the prudent management and investment of funds held by charities and the delegation of management and investment responsibilities to outside advisors, along with new protections for donors. This Guide summarizes key provisions of the Act and provides practical guidance in response to frequently asked questions.
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Moving Beyond the Economic Crisis: Foundations Assess the Impact and Their Response

Publication date: 
11/2010
Giving by U.S. foundations is poised for modest overall growth in 2011, after remaining flat in 2010 — but it may take several years for giving to match the peak level recorded in 2008. This research advisory also found that, among the foundations that made changes to operations or grantmaking priorities as a result of the economic crisis, few expect those changes to persist long-term.

Rethinking the Management of Foundation Endowments

Publication date: 
03/2010
This report by John Craig, Executive Vice President and Chief Operating Officer of the Commonwealth Fund, analyzes the effects of recent financial turmoil on foundation endowments thus far, offers lessons from the current economic crisis and earlier ones that could help boards and investment committees responsible for foundation endowments avoid mistakes going forward, and examines alternative models available to foundations for managing their endowments.
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Accountability Self-Assessment Tool for Unstaffed Foundations

Publication date: 
11/2006
This tool for unstaffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
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Accountability Self-Assessment Tool for Staffed Foundations

Publication date: 
11/2006
This tool for staffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.

Program-Related Investing: Skills & Strategies for New PRI Funders

Publication date: 
08/2006
When grantmakers talk about assessing and managing the risks associated with program-related investing, they're referring to both financial and programmatic concerns. GrantCraft asked five experienced PRI makers how they think about risk, how they weigh and balance different sorts of risk, and how they mitigate risk in their PRI portfolios.

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