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There is a vast array of worthwhile causes, and many ways to support the ones that are important to you. More and more families are planning philanthropy together as an expression of shared values, to teach children about social responsibility or to continue or establish a family legacy. This guide will help you create a flexible philanthropic plan tailored to your own priorities and preferences. Using it to clarify the things that matter most to you, it can help you develop a meaningful and rewarding charitable giving plan that reflects your experiences, traditions, values and hopes.
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Starting a Foundation

Philanthropic Foundations Canada

Every year, more private foundations are being created. The number of donor-advised funds is also growing. Clearly, long-term giving is more and more popular among philanthropists. Choosing the giving option that suits you best starts with an examination of your motives, personal style and context, and value and interests. Legal and tax considerations are important to your decision, but your individual preferences are even more critical in determining whether a private foundation is the right option for you.
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This is an extensive compilation of papers from Russell Investments on the topic of asset allocation for nonprofit organizations. Issues addressed include best practices; spending policy and its interaction with asset allocation; inflation; liquidity; portfolio construction and the question of alternative investments; social responsibility; responding to volatility; currency exposure; the question of modeling liquidity, and the interactions between asset classes.
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Risk Management is the Cornerstone of Investing for Endowments and Foundations

Bruce Curwood, Heather Myers (Russell Investments)

In the high-return market environments that characterized much of the 1980s and 1990s, many investors focused on chasing alpha and all but ignored the fact that risk management is the cornerstone of sound investing. Extended bull markets lulled endowments and foundations into overreliance on expected return as they directed most of their energy to allocations and strategies that did little to mitigate portfolio risk. Years after the global financial meltdown, many investors are still insufficiently focused on risk management.
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Thoughts on Endowment Investing in the 21st Century

Margaret Towle (Yakima Rivers Partners)

Endowments possess certain characteristics, such as a long time horizon and undefined liabilities, that foster innovation in determining investment options. On the surface, this flexibility seems to hold a performance advantage over other institutional investors, such as pension funds. However, it also presents challenges. Trustees, investment staff, and advisors/consultants seem to be stuck in the mindset of the last century when it comes to managing endowment assets. To manage an endowment portfolio effectively in the 21st century requires fiduciaries and their advisors to employ a holistic approach to the process of investing.
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“In working with families, I have come to the conclusion that asking probing questions is more important than providing quick answers. Here are six essential questions…”
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