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Endowments & Foundations

Uncover valuable articles focused on endowment and foundation strategies, empowering you with the knowledge to make informed decisions and optimize the financial health of your organization.

What is a Donor Advised Fund (DAF)

Learn how Donor Advised Funds (DAFs) provide a cost-effective and efficient means for donors seeking to streamline and enhance their charitable giving

The Role of an OCIO in Socially Responsible Investing

Learn more about why engaging an OCIO can be an effective way for nonprofits to navigate the complex world of socially responsible investing.

How OCIOs Navigate Market Volatility

Learn more about how an Outsourced Chief Investment Officer (OCIO) can help your organization navigate market volatility.

OCIO versus Investment Consulting

Learn about the differences between outsourced Chief Investment Officers (OCIOs) and traditional investment consultants.

Risk Management with an OCIO: Leveraging Expertise

Learn more about how an OCIO can provide a robust risk management framework, using a mix of experience, advanced tools, and ongoing oversight.

The Role of Governance in an OCIO Relationship

Learn more about how governance in an OCIO relationship hinges on clearly defined roles and responsibilities, transparency, accountability, and alignment with your organization's mission and values.

The Process of Selecting an OCIO: Key Considerations for a Successful Partnership

Choosing an OCIO? Learn the key factors to consider when trying to pick the right partner.

What is an Outsourced Chief Investment Officer (OCIO)?

Learn how an OCIO can enhance investment expertise, improve governance, ensure cost efficiency, and align investments with a foundation's mission.