NNCG Knowledge Center

Inform Your Practice. Increase Your Impact.

Welcome to NNCG's Knowledge Center -- a searchable, online database of resources for and about grantmaking, produced by highly qualified and experienced philanthropy consultants. NNCG's Knowledge Center contains a wealth of reports, case studies, infographics, issue briefs, videos and more that offer ideas, research and helpful information about almost every aspect of philanthropy. Each item was authored or published by an NNCG member. NNCG constructed the Knowledge Center in partnership with Candid -- one of the most respected and trusted sources of information in the philanthropic field.
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Risk, Return and Social Impact: Demystifying the Law of Mission Investing by U.S. Foundations

October 1, 2008

Discusses in detail the legal aspects of mission-related investing, including federal and state fiduciary laws, foundations' fiduciary responsibility, and emerging practices, and makes recommendations. Includes examples of investments and case studies.

A Brief Guide to the Law of Mission Investing for U.S. Foundations

October 1, 2008

U.S foundations have considerable freedom to invest their assets in ways that further their missions, even at greater risk or lower financial return. The legal framework that governs the investment of foundation assets is both complex and ambiguous, however, with the result that many foundation leaders and investment advisors are unclear about what is legally permissible. Anne Stetson and Mark Kramer of FSG have prepared two reports, in consultation with nationally-recognized legal experts and senior foundation officers, analyzing the federal tax and state fiduciary laws as they apply to US foundations. In addition to legal analysis, the reports provide practical recommendations as to how foundations can best navigate these laws in making mission-related or program-related investments. A Brief Guide to the Law of Mission Investing for U.S. Foundations is a short 18 page booklet, suitable for foundation staff and boards, as well as their advisors, explaining in non-technical language the factors foundations must consider in making mission investments.

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