Foundations and endowments resources

Foundations & Endowments Challenges Facing Private Foundation

A challenge facing private foundations and the next generation of philanthropy

Foundations & Endowments Improving investment outcomes

A guide for investment committees

Foundations & Endowments Seeking Manager Diversity

Why nonprofits are reassessing their asset manager lineup

Foundations & Endowments The Long-Term Impact of Over Distribution on Private Foundations

Private foundation over-distributions

Foundations & Endowments 5 Governance Issues

What governance challenges does our nonprofit need to be thinking about in the current environment? 

Foundations & EndowmentsInvestment Committee Toolkit

A Resource for Foundations & Endowments to Improve Investment Outcomes Overview

Foundations & Endowments A Conversation about UPMIFA - Part 2

UPMIFA was developed by the National Conference of Commissioners on Uniform State Laws, and adopted in some form by every state (except Pennsylvania).  

Foundations & Endowments A Conversation about UPMIFA 

Many individuals who serve in nonprofit leadership roles might not be fully aware of the various regulations governing their duties and responsibilities as fiduciary stewards.

Foundations & Endowments Understanding Your Fiduciary Duty

As a not-for-profit board member, having a firm grasp of investment-related topics and recognizing how the decisions you make impact the long-term viability of the organization are the essence of your fiduciary duty.

Foundations & Endowments 5 investment fees every nonprofit should understand

Designed to help your organization ask more informed questions as part of your investment decision-making process.

Foundations & Endowments Ensuring the Future of Your Nonprofit Through Planned Giving

Successfully managing the unpredictability and cyclical nature of charitable giving.

Foundations & Endowments 4 Strategies to Mitigate Unnecessary Endowment Risk 

Portfolio risk is among the most important considerations of any investment approach and should be at the top of every investment committee meeting agenda. 

Foundations & Endowments Starting a Private Foundation

17 frequently asked questions

Foundations & Endowments Formalizing philanthropy

Leaving a legacy through philanthropy is an important goal for many individuals, families, and corporations

Foundations & Endowments

Gratitude Revisited - Creating a structure to govern real and in-kind asset acceptance

Every nonprofit would love nothing more than for that entire $450 billion to be in cash

Foundations & Endowments Endowment spending: designing a policy that works

Saving. Spending. Investing. From the time we’re children until we become adults, we often hear about these personal budgeting terms.

Foundations & Endowments Considering a Conversion

Essentials for New Health Care Conversion Foundations

Foundations & Endowments Comparing Active Strategies

When not-for-profit institutions should leverage separately managed accounts vs mutual funds

Foundations & Endowments How to Start a Private Foundation

Key Considerations and Steps

Foundations & Endowments Benchmarking basics: A fiduciary perspective

Truist Nonprofit Insights Podcast Series

Foundations & Endowments Transitioning private family foundation leadership

Truist Nonprofit Insights Podcast Series

Foundations & Endowments Benchmarking basics: A fiduciary perspective

What are benchmarks and how should fiduciaries use them?

Foundations & Endowments Doing Things Differently 

A step-by-step guide to transitioning private family foundation leadership

Foundations & Endowments Board Members as Champions of Great Governance

How boards can champion great governance