A Survival Guide for Private Foundations and Endowments

It looks like 2012 may be another difficult year for not-for-profits' investment portfolios. Volatility threatens to stay up; yields, down. Many private foundations (PFs) and endowments face a potential struggle to make their distribution requirements and keep their portfolios' values intact. In our firm's conversations with trustees, chief investment officers, treasurers, investment committees and

It looks like 2012 may be another difficult year for not-for-profits' investment portfolios. Volatility threatens to stay up; yields, down. Many private foundations (PFs) and endowments face a potential struggle to make their distribution requirements and keep their portfolios' values intact.

In our firm's conversations with trustees, chief investment officers, treasurers, investment committees and board members, many are asking: “What can our organizations do to better position our p

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