Small- and Mid-Size Nonprofits’ Big Investment Challenges (Fidelity Investments)
Fidelity recently conducted a study of endowments and foundations (E&Fs), which examines key metrics to help E…
Endowments and Foundations
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Frameworks for Endowment and Foundation Spending Policies (Meketa)
Our focus in this paper is on endowments and foundations that aim to maintain intergenerational equity, and how…
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Higher Taxes Could Reshape How Endowments and Foundations Think (Fidelity Investments)
The “One Big, Beautiful” tax bill targets certain endowments and private foundations with a tiered excise tax…
New Taxes on Endowments and Foundations? Four Steps to Take Now (Cambridge Associates)
We recommend four steps nonprofit organizations can consider right now, without being too hasty, to ensure they…
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