Endowments and Foundations

March 8, 2017

It seems it was only recently that the endowment model1 with its greater emphasis on less-liquid alternative investments had a reputation as the paragon of investment strategy. As one may recall, prior to the last recession, endowments were perceived as having the secret formula for unparalleled investment prowess and corresponding consistent outperformance. But, since the last recession, many endowments have struggled, finding stellar outperformance to be elusive. Indeed, a deeper dive into the data suggests that endowments’ more sophisticated (and costly) strategies are not the bonanzas they were once believed to be. The investment objective of an endowment may vary depending on the overall mission of an organization.

Spotlight

The Milana Family Foundation

Our family’s mission is to raise money and awareness for charities that benefit children in need. Since inception, we have been actively involved with the De La Salle School in Freeport, NY and have helped put several young under privileged men through the Private High School and College. We have also been supporters of the Columbus Citizens Foundation, Smile Farms, Cohen’s Children’s Hospital and various others. We are proud to add Cooleys Anemia and Stop Abuse to the list.

OTHER WHITEPAPERS
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Turning Your Board Members Into Fundraisers

whitePaper | November 30, 2021

The board of directors plays a pivotal role in every organization’s success. These volunteer leaders set a nonprofit’s strategic direction, manage its finances, and provide governance oversight. Not an easy job. Board members also play an invaluable role in an organization’s fundraising efforts. Their support (whether in time or dollars) can affect donor behavior and impacts a development team’s job satisfaction and likelihood for success. But turning a supportive board member into fundraising ally can be challenging, so we’ve compiled tips on how to empower your board and see results.

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Connected Philanthropy

whitePaper | December 21, 2021

We live in a world that is changing both rapidly and dramatically. Climate change threatens hundreds of millions. Policy changes have reduced or eliminated many of the benefits in healthcare, education, and other areas. Mass migration overwhelms the availability of resources needed as a result of the influx of new immigrants. The public sector can’t keep up, which means that philanthropy needs to work harder than ever to fill the gaps and improve people’s lives. At the same time, philanthropy has a new generation of mega-donors, many of whom come from the tech sector and find the established processes in funding dated and limiting: they lack capacity, visibility, and the ability to collaborate widely. The rapid growth in donors and money flowing through the system, coupled with the increasing demand for nonprofits to meet needs locally and globally, make it harder for all of us to quickly and efficiently connect funders to the boots on the ground.

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KINDLY COIN: CREATING MEASURABLE SOCIAL IMPACT

whitePaper | July 4, 2022

The Kindly Ecosystem makes it easy to purchase, track and execute certified measurable social impact on the blockchain. It was built from the ground up to not only be transparent but to also satisfy the needs for Corporate Social Responsibility (CSR).

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The Do’s and Don’ts of Getting Boards to Fundraise

whitePaper | December 10, 2019

Ask most board members if they were told they’d be responsible for fundraising when they joined the board and you’ll hear a lot of no’s. Somewhere in the recruitment process, the fundraising part of their job got downplayed. Maybe it wasn’t you, maybe it was a board member who let them off the hook.

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A BASELINE ANALYSIS OF CYBER RISK FACTORS IN THE NONPROFIT INDUSTRY

whitePaper | March 3, 2022

Welcome to this special IRIS Risk Retina® focused on the nonprofit industry! IRIS Risk Retina is a service from the Cyentia Institute built on the highly-regarded Information Risk Insights Study (IRIS) series. The goal of Risk Retina is the same as that of the IRIS research—to offer a clearer focus on cyber risk through real-world data and rigorous analysis. To succeed in this mission, we’ve partnered with Advisen to leverage their Cyber Loss Data containing ~100,000 historical events collected from publicly verifiable sources. It’s the most comprehensive incident dataset we’ve seen and is used by many cyber insurers and reinsurers for that reason. Upon that solid foundation, we add our own supplemental research, data science techniques, and security expertise to provide the analysis presented in this IRIS Risk Retina.

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Purposeful Collaboration is the Key to Drive Results

whitePaper | October 28, 2021

A recent survey sent to over 1,000 foundations and nonprofits showed that both stakeholders agree that collaboration is the key to tackling complex issues. However it also illuminated a lack of alignment around key outcomes of collaboration and the advantages it can offer. So how can we create an optimal approach to collaboration, reaping its potential benefits, if we aren’t all approaching partnerships with the same goals? Learn more about the findings of the survey in this new report from UpMetrics, and get your next steps to set your organization up for success with future collaborative efforts.

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Spotlight

The Milana Family Foundation

Our family’s mission is to raise money and awareness for charities that benefit children in need. Since inception, we have been actively involved with the De La Salle School in Freeport, NY and have helped put several young under privileged men through the Private High School and College. We have also been supporters of the Columbus Citizens Foundation, Smile Farms, Cohen’s Children’s Hospital and various others. We are proud to add Cooleys Anemia and Stop Abuse to the list.

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