Council on Foundations 2017 Annual Conference

The Council on Foundations 2017 Annual Conference (Leading Together) was held in Dallas on April 23-26. The Opening Plenary, Philanthropy’s Role in Vibrant Communities, kicked off with President George W. Bush discussing his recently published book, Portraits of Courage: A Commander in Chief’s Tribute to America’s Warriors, and the work of the George...

The Blueprint Forecast for Philanthropy and the Social Economy 2017

Philanthropy consultant, scholar, and thought-leader Lucy Bernholz‘s annual industry forecast, Philanthropy and the Social Economy: Blueprint 2017, was published last week on GrantCraft. The Blueprint provides an overview of the current landscape, points to major trends, and directs your attention to horizons where you can expect some important breakthroughs in the coming...

F. D’Up Family Foundation

Inspired by recent news stories Fred D’Up inherited a sizable amount of money, which he used to grow a business empire filled with plenty of successes and failures (including multiple business bankruptcies). Regardless of whether his businesses were doing well or not, Fred felt compelled to develop his image as a...

Program-Related Investments

Program-related investments (PRIs) are investments (different from strictly donative grants) made by private foundations in which: The primary purpose is to accomplish one or more of the foundation’s 501(c)(3) exempt purposes (other than testing for public safety), Production of income or appreciation of property is not a significant purpose,...

Private Foundation: New Rules Recognizing Mission-Related Investments

On September 15, 2015, the IRS released Notice 2015-62, Investments Made for Charitable Purposes, which may provide comfort to private foundations about making mission-related investments with reasonable business care without violating the jeopardizing investments laws. It is hoped that this guidance will catalyze greater impact investing by foundations using their endowment assets....