Case Study: UBS Philanthropic Investment Strategies

UBS for example offers three sets of investment strategies under the banner of Sustainable Investing to support its clients’ needs in this area: Exclusion: This traditional and still most commonly used approach involves excluding individual companies or entire industries from portfolios if their areas of activity conflict with an investor’s personal values. This process, called […]

Managing Your Asset to Further Your Social Impact Beyond Traditional Grantmaking Techniques

If managed correctly, all your assets, from financial to real, can be used to further your social impact beyond traditional grant making techniques. If managed incorrectly, they can have the adverse effect and, in the worst case situation, come into direct conflict with your philanthropic capital. Exclusion This traditional and still most commonly used approach […]

How to Determine Your Annual Budget

This involves numerous considerations. Ultimately the philanthropists’ budget depends on the amount available and what the philanthropist thinks is an appropriate amount to give, and the answer to both these questions is driven by her values. Once these broad parameters are set, more specific considerations come into play. Some donors set budgets, some don’t. Most […]

How to Balance Your Investment and Philanthropic Goals

Over and above the setting up of an endowment, as you consider aligning your investment and philanthropic objectives you will need to balance all components of your asset management strategy to ensure that you achieve the ultimate objectives of: Preserving your capital Generating income (to meet your philanthropic commitments) Ensuring liquidity at the right time […]

Leveraging Additional Philanthropic Resources for Maximum Impact

When considering fundraising for your own philanthropic work, you need to think clearly about the reasons why you want to fundraise, what are the principal drivers? Understanding your own motivations will help you frame your planning. Do you want to increase the scale of your work? Do you want to ensure sustainability? Do you want […]

5 Things to Think About When Creating Your Own Endowment

There are five items to think about when creating your own endowment in addition to the above: How much is needed to start an endowment? This is perhaps the most common question and depends on a whole raft of factors such as the amount of capital needed to fund your organization annually, are there any […]

Creating an Endowment

An endowment is seen as a powerful way to ensure long-term survival and sustainability of a non for profit organization ensuring a continuous, guaranteed source of income. An endowment is essentially a separate investment fund where only a portion of the earnings or interest from the invested capital is used to fund the non for […]

How Your Assets and Philanthropy Can Work in Conjunction

Simply put, mission investments are investments made by philanthropists and their foundations that are not just about the financial return, but take into consideration the societal or environmental impact of that return and in some instances, achieve a direct tangible social impact. These investments seek to add value to and support the philanthropic aims of […]

When and How Should You Give?

When do I know that I have enough to start giving? How, and how much should I give? A well-thought out and considered strategy that will help ensure you are giving in a structured manner in a way that achieves the greatest impact and aligns with your values and capacity. When considering the best structure […]