Investing Charity Funds

This work sets out all the statutory obligations and common law responsibilities of charity managers who invest charity funds, and explains how these rules are put into practice. It also explains the recent changes to the Trustee Investment Act; contains precedent fund management agreements and sample powers of investment; and sets out practical advice on applying to the Charity Commissioner for a change in investment powers.

Social Investment By Charities considers charity trustees' powers to make social investments and their duties when doing so, and examines whether anything can be done by way of law reform to make those powers and duties clearer. Charities have traditionally both spent their funds in support of their charitable objectives, and invested so as to generate further funds for future initiatives. A charity making a social investment combines these objectives in one transaction, seeking to achieve both its charitable purposes and a financial benefit. Social investments include: individual investments, such as simple loans and share purchases; collective social investment where multiple investors pool their funds to achieve certain social outcomes; and social impact bonds.

Discussing the development of investment policies specifically for nonprofit organizations, this book helps directors, trustees, and development officers at nonprofits create sound, comprehensive policies for their financial advisors.

Solid guidance for managers and trustees to better position their nonprofits now and in the future The Great Recession has left a paradigm shift for nonprofit leadership and their board members as fiduciaries. It has changed how boards make, evaluate and document investment decisions, the risks they are willing to take and the way these details are communicated to donors. Nonprofit Investment and Development Solutions + Website will provide solid guidance for nonprofit leadership, staff and volunteers to better position their nonprofits to thrive now and in the future. This guide will provide: Sophisticated investment and development principles that are easily understandable and adaptable Specific steps to take in order to avoid unnecessary investment risk and secure financial stability Solutions and techniques for capitalizing on opportunities created by funding shifts and evolving donor expectations Principles and practices of fiduciary responsibility, behavioral finance, socially responsible investing, strategic development planning and charity efficiency In addition, Nonprofit Investment and Development Solutions + Website offers a web site resource with a variety of online tools and templates to help readers implement key concepts discussed in this book.

This book is a turning point in the evolution of Canada's philanthropic landscape - a testament to new and ground-breaking knowledge that reflects a distinct Canadian foundation sector. Explore established and emerging landscapes, Indigenous perspectives on philanthropy and creative and innovative pathways to change.