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Governance and Policy

How Can Trustees Achieve Intergenerational Equity in the Face of Rising Costs?

Posted by Cathleen M. Rittereiser on Apr 2, 2020

Topic: Governance and Policy | Industry Knowledge

Why and how the HEPI matters to trustees and how they can and should employ it to achieve intergenerational equity.

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10 Tips for Stewarding People Remotely

Posted by Cathleen M. Rittereiser on Mar 19, 2020

Topic: COVID-19 | Governance and Policy | Industry Knowledge

At a time when institutional leaders need to be gathering virtually and making themselves available for interim meetings and conference calls, we wanted to share a video from Professor Steven Rogelberg, UNC Charlotte, that provides tips to make remote meetings work - a critical component in stewarding people remotely.

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Purpose: What is an Endowment?

Posted by Commonfund Institute on Nov 27, 2019

Topic: Governance and Policy | Industry Knowledge

What is an endowment? A critically important asset for many nonprofit organizations is their endowment, sometimes referred to by a different name such as long-term investment fund. So important is this pool of financial assets that for many institutions it is the difference between fulfilling their missions and being forced to lower their aspirations or even ceasing to operate.

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Principles of Investment Stewardship for Nonprofit Organizations

Posted by Commonfund Institute on Nov 22, 2019

Topic: Governance and Policy | Industry Knowledge

Are you a fiduciary who oversees a long-term investment fund? If so, then your role differs fundamentally from those of other investment fiduciaries. With that in mind, we have published this brochure to examine the key issues and essential principles that you should consider in your decision making process. In it, we examine the 6 Ps of investment stewardship: purpose, policy, portfolio, process, people and perspective. Download your copy today to review these principles and how they relate to your non-profit institution, whether it be educational, a religious or charitable endowment, foundation, hospital asset pool or pension fund.

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Participate in the Independent School Survey

Posted by Commonfund Institute on Oct 31, 2019

Topic: Governance and Policy

A key resource for Independent School business officers and fiduciaries, it generates insight on investment and governance practices. Participants receive a free copy.

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Outsourcing: Writing Your RFP

Posted by Commonfund on Sep 23, 2019

Topic: Governance and Policy | Industry Knowledge | Outsourced Investing

Once an institution decides to pursue the outsourced CIO or investment office option, it usually leads to the creation of a request for proposal, or RFP...

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Traits of High-performing Boards … and Steps Toward Becoming One

Posted by Thomas K. Hyatt, Esq. on Aug 21, 2019

Topic: Governance and Policy

Boards that are exemplary for their development of and adherence to best governance practices have certain identifiable traits. But this is no accident—they have taken steps to elevate their practices and maintain them at the highest level.

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Back to Basics: The ABCs of Governance

Posted by Thomas K. Hyatt, Esq. on Aug 12, 2019

Topic: Governance and Policy

Are you on the board of a nonprofit? If so, you have a unique responsibility in that you are a fiduciary. In an increasingly complex world of nonprofit governance, coupled with the range of legal compliance issues confronting boards today, it’s easy to lose sight of the fundamentals...

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The 5 Top Stewardship Imperatives

Posted by Christopher K. Merker on Jul 17, 2019

Topic: Governance and Policy

Investment Stewardship Academy faculty member, Christopher K. Merker, a financial advisor and director of Private Asset Management at Robert W. Baird & Co., presents the five stewardship imperatives for trustees of nonprofit organizations.

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Higher Education: Philanthropy is an Adjunct, Sensible Public Policy Deserves Tenure

Posted by George Suttles on Jul 8, 2019

Topic: Governance and Policy

Colleges and universities are straining to identify revenue streams apart from raising tuition to sustain their business model, but these strategies, including philanthropy, cannot substitute for public policy that adequately funds the higher education system. The ethical consideration here is that flawed policy continues to

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