This 2018 briefing provides data gathered from a survey of affluent and high-net-worth people who give to charity to understand their interest in, knowledge of and experience with impact investing.
The report reveals investors’ strategies to strengthen their ability to meet liquidity objectives and ensure the long-term impact of their investments.
This edition provides considerable new value, reflecting changes in law as well as new circumstances in which the charitable sector functions, and new relationships within and between sectors.
While private foundations have strict rules for self-dealing among disqualified persons, many of these rules are well-established best practices for other grantmakers and public charities.
This resource shares helpful information about conflicts of interest relating to the nonprofit and philanthropic sector. Conflicts of interest are of concern for both private foundations and public charities.
Board members and staff of philanthropic institutions regularly reach out to CMF to learn more about succession planning. The Ask CMF team has curated the following resources for organizations considering how to plan for a hypothetical or forthcoming transition for executive positions.
The Opportunity Zone program, a new federal tax incentive intended to attract investments to low-income communities, is quickly rolling out across the U.S., as funds and states develop strategies to facilitate investments.
Our team of experts is here to answer your technical questions, track down research and connect you with best practices in grantmaking, legal and operational insights, sample documents and more.