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Investments

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Philanthropic Investing for Social Innovation

Publication date: 
07/2015

We are experiencing a dramatic change in the practice of philanthropy, including the tremendous growth and interest among foundations in employing a wide range of financial strategies to achieve their philanthropic goals. How are regional associations both taking a leadership role in impact investing and equipping themselves to be responsive to members’ questions and needs? This session will provide a brief overview of impact investing from the national perspective, along with specific examples of how regional associations are approaching this work with their membership. In direct response to Forum member surveys, the session will also touch briefly on pay for success, investing in social entrepreneurship, and mission investing to complement your grantmaking. You will leave the session with resources and ideas to help you continue the learning both on your staff and on behalf of your members.

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A Compass in the Woods: Learning through Grantmaking to Improve Impact

Publication date: 
09/2010

This research into the state of philanthropic learning finds that foundations over-invest in stand-alone learning activities and publishing “lessons learned” at the end of a program.

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Sample Foundation Investment Policy

This document states the investment policy of the Board of Directors (The “Board”) of the  (the “Foundation”). It applies to the Foundation’s professionally managed invested assets (the “Fund”) and to the spending rate for assets invested in the Fund.

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Opportunity Zones, Impact Investing and Loan Guarantees: What is the Role for PSOs?

Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that featured representatives of Mission Investors Exchange, Philanthropy Northwest, and Locus Impact Investing who discussed about the importance of opportunity zones, impact investing and loan guarantee strategies. This session focused on the role of PSOs in ensuring that communities are prepared to ensure that investments are done through an equity lens. 

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