Institutionally Related Foundations

Thursday, May 28, 2020 - During these increasingly difficult times, more is being asked of Foundations in support of their institutions. Addressing donor concerns about endowment funds, adjusting budgets for drastic funding shortages, considering adjustments …

June 25, 2020,  1 pm ET Complimentary Register Now→ Our public universities and colleges continue to face issues related …

May 21, 2020 - The success of the highly-diversified “endowment model” of investing – characterized by a highly-diversified investment portfolio with an equity bias and a high degree of acceptance (or even pursuit) of less-liquid …

April 21, 2020 - Endowment Management 2020: Guidance for the Forward-Looking Investment Committee Most investment committees are focused on maximizing endowment size and hedging expenditures against an uncertain future. But some 10 years following the Great …

Thursday, April 9, 2020 - Our public universities and colleges are dealing with unprecedented social and financial circumstances, bringing great pressure to bear on their affiliated foundations for support. In turn, this affects those foundation …

After nearly two decades in the profession, I have read about or heard of numerous unproductive, adversarial, and even toxic relationships between universities and foundations and in each case there was a significant financial consequence for the institution. What small missteps …

As we embark on this new year, one needn’t have 20/20 vision to see some of the challenges that lie ahead for our college and university foundations. We’ll be needed more than ever, but we’re going to face increasing pressure …

Institutionally Related Foundations and the universities they are connected to can accomplish more with a good relationship. When there is collaboration, strong ties with foundations can yield more than endowments: the local community can benefit and alumni can be more …

Even with an established memorandum of understanding (MOU), the lines are sometimes blurred about each entity’s responsibilities. Among the issues that can prove to be particularly fraught with challenges are authority over the “piggy bank,” tensions between the institution’s governing …

January 24-26, 2021 Hyatt Regency Grand Cypress Orlando, Florida  A not-to-be-missed event, AGB’s Foundation Leadership Forum will ensure that you return to your boardroom inspired, energized, and better equipped and connected than ever to lead with confidence in 2021 and beyond.  …