Foundation Accountability
Resources
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Basics
Investment Strategy & Management
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Asset Allocation and
Spending Policy Analysis Questionnaire
IKnow.org & RAFFA, P.C., 1997
This questionnaire is designed to collect
information necessary to perform an analysis of a foundation’s
endowment fund based on current asset allocation, spending policy
and other factors that have a material impact upon the fund’s total
return.
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Considering Your
Foundation's Investment Strategy
Fidelity Private Foundation Services
A good summary of a foundation’s basic fiduciary
responsibilities regarding investments.
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Financial Committees
BoardSource, 2004
This guidebook provides an in-depth look at the
functions of a board’s finance, audit and investment committees.
Available for purchase.
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Investing Wisely
Council on Foundations, 2002
This “Family Matters” newsletter reprint includes
articles on investing in a changing economy, changing asset
allocations and choosing investment consultants.
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Investment Issues for Family
Funds: Managing and Maximizing Your Philanthropic Assets
(National
Center Journal, Volume 2)
National Center for Family Philanthropy, 1999
This Journal provides easy-to-understand answers
to a full range of questions regarding foundation investment,
including spending policies, investment guidelines, mission-related
investing, and risk tolerance.
Available for purchase.
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Investment Performance and
Practices of Private Foundations
Council on Foundations
This annual publication reports on the investment
performance and asset allocation of private foundations across the
United States with assets of $5 million or more. The book also
includes articles on topics such as the role of the investment
committee and a list of investment consultants used by private
foundations. Available for purchase.
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Managing Foundation
Investments: Policies & Practices
Council on Foundations
This booklet covers several key legal and ethical
issues regarding foundation investments.
Mission-Related Investing
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Unlocking the Power of the
Proxy
Rockefeller
Philanthropy Advisors & The As You Sow Foundation, 2004
This publication is designed to help the boards
and staffs of private foundations create a process to link
their programmatic mission with their investment strategy.
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Philanthropy’s New Passing Gear: Mission-Related Investing
Rockefeller Philanthropy Advisors, 2008
This comprehensive policy and implementation
guide helps foundation trustees translate the concepts, ideas and
philosophy of mission-related investing into useable policies and
practices.
The guide includes foundation case
studies plus tools and templates for creating and executing
mission-related investment strategies.
Program-Related Investing
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Program-Related Investing
Guide
GrantCraft, 2006
In this guide, foundations that are experienced
in making program-related investments walk through the PRI process,
offering practical advice at each step — from explaining the concept to
your board to structuring and closing your first deal.
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PRI Success Stories
The David and Lucile Packard Foundation
This collection of stories
highlights some of the successes of the Packard Foundation’s
program-related investments work.
Samples
Investment Committee Samples
Investment
Policy Samples
Program-Related Investment Samples
Social/Mission-Related Investing Samples
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