One of the benefits of Private Ancillary Funds is the philanthropic family legacy they create, and Social Benefit Bonds appeal to many PAF trustees. Unfortunately, investor definitions create an unnecessary barrier to entry.
With some extra thought in estate planning, a bequest to a charity could be made in a more tax-effective way, creating the potential for larger bequests.
A new charity regulator was established a few months ago, and thousands of directors and trustees of foundations and not-for-profits need to understand the implications.
How do you determine annual spending for retirement, endowments or charities over a long horizon when investment income and the market value of assets fluctuate substantially from year-to-year?
Cuffelinks does not promote specific investment products, but in recognition of its five year track record, here’s an explanation of how Chris Cuffe manages the Third Link Growth Fund. It’s generated almost $2 million for charity.
Social impact investing is an emerging new asset class that provides opportunities for investors to generate both a financial and a social return.
* Nonprofit organisations need clear and succinct conversations about their long- term funding strategies. This article provides 10 funding models to consider.
* Graham Tuckwell of ETF Securities has donated $50 million to the ANU. Here’s an extract from Warren Buffett’s letter on giving away his wealth.
The failure of charitable donations to reach the intended use due to adverse investment returns is a poor outcome, which may damage a charity’s reputation and result in much lower donations in the future. This is highly relevant to the design of a charity’s investment policy.