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Philanthropy Southwest

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Dallas, TX 75201
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Latest Releases from the Field - Early November 2016

Release Date: 
11/02/2016

Check out the latest releases from around the nonprofit sector featuring reports from The Bridgespan Group, Grants Managers Network, Urban Institute, Asset Funders Network, Building Healthy Places Network, Foundation Center, Washington Regional Association of Grantmakers, Putnam Consulting Group, and Philanthropy Southwest.

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Investing for Foundations 201

Even with a professional investment advisor, foundations have a fiduciary duty to understand their portfolio and set the parameters of the investment approach. This program is for those seeking a deeper understanding of how to construct and evaluate a portfolio. It will cover how foundations should set goals for their portfolio, analysis of the 5% spending rule (and strategic use of tax carryforwards), how to calculate liquidity needs, understand performance calculations and reporting, and due diligence questions to ask.