Financial Stewardship

Mission Related Investments

Many Foundations to Increase Commitment to Mission Investing

Oct 22, 2009 Boston College Center for Corporate Citizenship
New survey by Boston College’s More for Mission helps quantify current investments and future trends
Link to this Resource

Additional Resources

To obtain a copy of the following resource(s), please contact Grantmakers Staff at 503.226.6340 or email .(JavaScript must be enabled to view this email address).

Mission Related Investments

Presentation
2004

Mission-Related Investing Continuum

The F.B. Heron Foundation

IDA

Additional Resources

To obtain a copy of the following resource(s), please contact 503.226.6340 or email .(JavaScript must be enabled to view this email address)

Asset Developments

Michigan IDA Partnership
2000

Fiscal Sponsorship

Additional Resources

To obtain a copy of the following resources, please contact 503.226.6340 or email .(JavaScript must be enabled to view this email address)

Family Foundations & The Law: What You Need to Know.

Grantmaking Issues- Chapter 15
Council on Foundations
John A. Edie
2002

Use of Fiscal Agents: A Trap For the Unwary

Council on Foundations
An excerpt from Part II: The Basic Legal Rules.

Financial Management

Understanding Nonprofit Financial Statements

BoardSource
This book covers key accounting terms and concepts and important benchmarking ratios, and includes sample financial statements with explanations. Available for purchase.
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Basic Overview of U.S. Nonprofit Financial Management

Authenticity Consulting
An overview of the basic processes involved in nonprofit financial management, including chart of accounts, internal controls, cash flow forecasts, financial statements and more.
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Financial Committees

BoardSource
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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Expenditure Responsibility

Ending Payout as We Know It

Insights: Nonprofit and Voluntary Sector Quarterly
“A conceptual and comparative perspective on the payout requirement for foundations.” Written in 2004 by Stefan Toepler.
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Board Briefing on Payout

Council on Foundations
This briefing offers guidance on payout strategies for reserving foundation endowment value over time vs. spending more on current needs.
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Sustainable Payout for Foundations

Council of Michigan Foundations
This study evaluated the sustainable level of payout for private foundations in light of the actual experience of a sample of Michigan private foundations with diversified portfolios.
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