Nonprofit, Portfolio Management and Taxes

Philanthropic Risk Management: Ensuring Effective and Compliant Giving

Carson Wealth

JANUARY 28, 2025

Plus, putting charitable giving in the context of other wealth planning strategies like estate and tax planning can help increase the effectiveness of your philanthropy and overall financial plan. Identifying and Managing Financial Risks in Philanthropy There is one other step thats equally important. Governance risk.

Risk Management

Risk Management Nonprofit Management Compliance

Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

MAY 20, 2025

We want to donate half of our profits to nonprofit organizations. First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. It’s been helpful for the after-tax return of the shareholders. So there are four portfolio managers on every strategy at Bridgeway.

Management

Management Numbers Transportation Accounting

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. So our analysts and our firm are as important as our portfolio managers. 00:24:18 It’s not necessarily as track to portfolio management. You know, in those days these companies hired, you know, crops of undergrads.

Management

Management Assets Portfolio Insurance

Webinars

Your Accounting Expertise Will Only Get You So Far: What Really Matters

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Five Ways to Invest That Make the World a Better Place

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. SIBs are not backed by tax revenue or the creditworthiness of the issuer. But investors can sometimes influence a company just by posing thoughtful questions.

Investments

Investments Investing Communication Government

Five Ways to Invest That Make the World a Better Place

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. SIBs are not backed by tax revenue or the creditworthiness of the issuer. But investors can sometimes influence a company just by posing thoughtful questions.

Investments

Investments Investing Communication Government

Starting Points

Brown Advisory

MARCH 28, 2017

One family we advise wants to support local businesses with a regionally focused portfolio. Another family is focused on supporting women by only selecting female portfolio managers, while a foundation we advise wants to avoid investing in companies related to fossil fuels. Take "baby steps" before a "giant leap."

Portfolio

Portfolio Clients Nonprofit Asset Allocation

Starting Points

Brown Advisory

MARCH 28, 2017

One family we advise wants to support local businesses with a regionally focused portfolio. Another family is focused on supporting women by only selecting female portfolio managers, while a foundation we advise wants to avoid investing in companies related to fossil fuels. Take "baby steps" before a "giant leap."

Portfolio

Portfolio Clients Nonprofit Asset Allocation

Impact Investing: Five Ways To Make Your Mark

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. SIBs are not backed by tax revenue or the creditworthiness of the issuer. But investors can sometimes influence a company just by posing thoughtful questions.

Investments

Investments Investing Government Nonprofit

Impact Investing: Five Ways To Make Your Mark

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. SIBs are not backed by tax revenue or the creditworthiness of the issuer. But investors can sometimes influence a company just by posing thoughtful questions.

Investments

Investments Investing Government Nonprofit

On A Shoestring

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. Treasury yield) were enough to meet or exceed a 5% spend rate.

Asset Allocation

Asset Allocation Portfolio Assets Clients

On A Shoestring

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. Treasury yield) were enough to meet or exceed a 5% spend rate. FROM THEORY TO PRACTICE.

Asset Allocation

Asset Allocation Portfolio Assets Clients

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Are Alternatives Right for Our Organization?

Assets

Assets Portfolio Asset Allocation Risk Tolerance

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Are Alternatives Right for Our Organization? Mon, 10/11/2021 - 11:55.

Assets

Assets Portfolio Asset Allocation Risk Tolerance

Transcript: Aswath Damodaran

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Valuation

Valuation Education Numbers Government

Financial Advisor Source

Philanthropic Risk Management: Ensuring Effective and Compliant Giving

Transcript: John Montgomery, Bridgeway Capital Management

Webinars

Trending Sources

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Webinars

Five Ways to Invest That Make the World a Better Place

Five Ways to Invest That Make the World a Better Place

Starting Points

Starting Points

Impact Investing: Five Ways To Make Your Mark

Impact Investing: Five Ways To Make Your Mark

On A Shoestring

On A Shoestring

Are Alternatives Right for Our Organization?

Are Alternatives Right for Our Organization?

Transcript: Aswath Damodaran

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