Investment Primers
Creating a Strategy and Plan for Your Foundation’s Investing: Developing and Using an Investment Policy Statement
Set a course for managing your foundation’s assets through time. An investment policy statement (IPS) is essential in helping you fulfill your fiduciary duties and oversee and manage your assets effectively and efficiently. Learn about all the steps, from making key board decisions, to developing your asset allocation policy, to putting together your IPS document. Develop an investment plan that provides steady, ongoing guidance to better achieve your philanthropic goals.
Super-Primer, 58 pages
Member: $20
Non-member: $30
Mission Investing for Small Foundations
Mission Investing is the practice of using the 95 percent of assets that a foundation typically invests to achieve program goals as well as financial returns. Full description > >
Members: $10 (log in) | Non-members: $15
Getting It Done: The Who and How of Small Foundation Investing
One of your board’s biggest investment-related decisions is choosing who will manage and oversee assets to fulfill your foundation’s investment goals. This Primer describes three main options to get the work done: hiring an outside investment consultant to hire and oversee managers; hiring investment managers and overseeing them directly; or choosing to take care of all investment tasks in-house. Find out everything you need to decide "Who?" - including what investment work involves; what professional consultants and managers do; and how to hire, monitor, and evaluate advisors - if you decide to hire outside help.
Super Primer, 47 pages.
Member: $20
Non-member: $30
Leveraging Your Assets with Loans and Other Program Related Investments (PRIs)
Small foundations are using PRI loans and other investments to enhance the power of their grantmaking, build capacity, and leverage the impact of their assets. PRIs can be counted toward your foundation’s distribution requirement, and repaid funds are recycled for other PRIs or for grants. The Primer includes a step-by-step guide to making your first PRI, and examples of PRIs from ASF members.
Member: $10
Non-member: $15
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Additional topic areas
Essentials - The 101 Series
Administration
Getting to Impact
Grantmaking
Boards & Governance
Investments
Succession & Family Issues
Tax & Legal
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