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Philanthropy

Calvert Foundation Fills Two New Senior Management Positions

By Kathy Lynch - Tuesday, 24 January 2012
David Kyle and Kathy Rock help the foundation realize ambitious growth plans.

Gates-Backed Fund Halts New Grants As Financial Crisis Hurts Giving

Wednesday, 23 November 2011
The world’s biggest disease-fighting fund canceled its next round of grants as the global financial crisis crimps donations and threatens its ability to curb the spread of the world’s deadliest infections.

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FAs Can’t Sell ‘Good’

By Tom Kostigen - Thursday, 04 August 2011
Impact investing is talked about a lot, but acted upon very little by financial advisors. That’s mostly because while there is client demand for private equity investments in the emerging markets that have potential to do good and provide good returns, advisors don’t know how to sell these investments.

Broadening Fiduciary Duty In California

By Ellie Winninghoff - Tuesday, 05 April 2011
One proposal unleashes capital for impact investing and the other creates more accountability for corporate social responsibility.

Courting Clients

By Dorothy Hinchcliff - Sunday, 03 April 2011
One group in particular appears to be very restless and may be looking to change investment advisors. This group could present good prospects for aware advisors, but if you already serve clients in this sector now is the time to make contact to strengthen your ties.

TIAA-CREF To Invest $1 Billion In New Endowment Investment Group

Tuesday, 29 March 2011
TIAA-CREF says it will invest $1 billion in a new group that will manage money for nonprofits.

More BIllionaires Join Charity Drive

Thursday, 09 December 2010
Facebook Inc. founder Mark Zuckerberg and 16 other agreed to give most of their fortunes to charity, joining a pledge started by billionaires Warren Buffett and Bill Gates.

Fidelity Donor-Advised Fund Program Adds Alternatives To Mix

Tuesday, 30 November 2010
The Fidelity Charitable Gift Fund today said it has broadened investment options in the donor-advised fund program to include alternative investments.

One Way To Get New Clients

By Dorothy Hinchcliff - Monday, 25 October 2010
Here’s a way that an investment advisor looking to build her client base might reach out to charities and get their portfolios to manage.

Unethical Investing By Charities

By Ron Robins, November 2010 issue
Most people believe charities must invest ethically and in ways that further the charities’ goals, but that often doesn't happen.