Key Components of Effective Investment Policy Statements for Non-Profit Organizations

An investment policy statement (IPS) is a critical component of non-profit organizations’ investment programs and should be viewed as a living document to guide the oversight of an asset pool(s).

Proposed Tax on Private Foundations

Read on for guidance and insights on the proposed tax on private foundations, how an increase could impact private foundations and what the investment considerations are.

Proposed Endowment Tax for Higher Education

Read on for guidance and insights on the recently proposed tax reform, what the endowment tax is, how an increase could impact universities and what the investment considerations are.

Spending Policy and Investment Strategy for Non-Profit Organizations

Uncertain inflation expectations threaten to erode the spending power of non-profits. Learn about the impact of inflation on preserving purchasing power and effective spending policy development.

2025 Investment Themes for Endowments and Foundations

As we do each year, we begin 2025 by identifying key themes that will drive our conversations. Read our 2025 outlook for endowments and foundations to learn more.

Mid-Year Update | Investment Themes for Non-Profit Healthcare Organizations

At the beginning of the year, we published our annual investment themes for non-profit healthcare organizations. Read our mid-year update to learn how the environment has evolved.

Impact Investing is Hard: Here’s How to Do It Well

Impact investing is hard. Read our latest piece for insights on how to do it well.

2022 Investment Themes Non-Profit Organizations

Our 2022 Outlook identifies themes that will drive our conversations regarding oversight, management and implementation of investment portfolios for non-profit organizations. Learn more.

Case Study: Custodian Review Drives Lower Fees for More Services