Investments

The fall Philanthropy Review edition features three Philanthropy Forward '24 plenary speakers reflecting on how funders can invest in American democracy in ways that go beyond partisan politics; Fund Evaluation Group's market synopsis; Keith Burwell's thoughts before he retires from Greater Toledo Community Foundation; Claudia Herrold's President's Pen column as interim president & CEO; interviews with new sector leaders; and more!

Read how Cleveland Foundation and Knight Foundation support local journalism; Philanthropy Forward ’23 plenary speaker Tiffany Manuel, Ph.D., delves into strategies to ensure nonprofits succeed; Fund Evaluation Group comments on the market; and more!

The summer Philanthropy Review edition features member voices of inspiration from the ABFE conference; Deborah Aubert Thomas’ reflections on pluralism; how to seek diversity within your investment portfolio; the Nonprofit Summer Learning Series; a new philanthropy award; Ronn Richard’s reflections after 20 years leading the Cleveland Foundation; and much more!

This community foundation listserv query gathers information about recommendations for a consultant to run an RFP for investment advisory services.

This community foundation listserv query gathers information about getting involved in purchasing and/or restoring downtown buildings.

In fall 2021, Philanthropy Ohio surveyed Ohio community foundations inquiring about operations and administration, and 14 foundations participated. Click the Excel attachment below to access the research, which includes data on assets, grants made, gifts received, annual budgets, investment returns, spending policies, types of funds, software used, COVID-19 relief and more.

This is a sample investment manager request for proposals from the Community Foundation of Northeast Alabama, which seeks proposals to provide investment management services. The foundation uses the Outsourced Chief Investment Officer (OCIO) model.

This is a sample request for proposals from the Community Foundation of Grant County, Indiana, which is seeking proposals from investment consultants to provide consulting services to the foundation’s Finance Committee. Services would include investment policy amendments and revisions, strategic and tactical investment advice, manager searches and selections, quarterly performance measurement and analysis, monitoring for compliance with investment policy, comparison to peers and educational workshops.

This is a sample scoring matrix for an investment advisor request for proposals.

This is a sample request for proposals for a community foundation investment manager.