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Essentials of Impact Investing: A Guide for Small-Staffed Foundations

Publication date: 
09/2015
Essentials of Impact Investing: A Guide for Small-Staffed Foundations addresses those challenges and highlights those opportunities. The guide demystifies the process of designing and implementing an effective impact investing strategy, offering advice, tools, and real-world examples of impact investing by foundations with few or no staff.
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Resources for Nonprofit Financial Management

Publication date: 
05/2015
Organizations with strong financial management are better able to fulfill their missions and deliver high-quality services. With Fiscal Management Associates, a leading financial management consultant for nonprofits, the Wallace Foundation created this library of resources to help your organization become "fiscally fit."
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Breakout Session: Diversifying Revenue...Growing Margin and Mission Through Earned Income Business Planning

Publication date: 
07/2014
Breakout Session: Diversifying Revenue...Growing Margin and Mission Through Earned Income Business Planning Wednesday, July 30, 10:45am - 12:15pm Presenters: Larry Clark and Michael Oxman, Managing Partners and Principals, No Margin, No Mission Diverse sources of revenue, which include earned income, can help regional associations grow their margin, expand their mission, weather a storm of change in the market, and provide greater financial stability for the future. This session will address the basics of earned income for RA's, including: Why they should...
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Economic Scenario Planning Toolkit

The Economic Scenario Planning (ESP) Model, or "Stress Test," allows community foundations to create five-year forecasts to answer questions such as: What will be the impact of different investment performance scenarios on asset levels? What amount of grantmaking can we expect in the next few years? What happens to our economics if donors behave in different ways?
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