Finance

IPA Blog
Tactical Versus Strategic Investment Strategies
November 24, 2020
IPA Blog
Talking to your donors about tax-free charitable IRA rollovers?
December 01, 2017
IPA Blog
2017 Investment Fiduciary Checklist
February 27, 2017
IPA Blog
Best Practices for Managing Your Investment Expenses
March 30, 2016
Resource

2020 Boot Camp and Community Foundation Basics Materials

Resource for members only

Training materials accompanying the two-day Community Foundation Boot Camp and the one-day Community Foundation Basics workshop provide a comprehensive overview of the structure and operations of a community foundation. These materials are used by community foundation staff and board members.

Resource

Sustainable Signals: Growth and Opportunity in Asset Management

This report highlights the result of a recent survey of US asset managers.

Too many foundation board and staff members may think of sustainable investing and ESG as simply a matter of “checking a box.” However, the field has progressed far beyond the exclusion of companies that produce objectionable products like alcohol, tobacco, and gambling. 

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