October 2010 PRESENTED BY. Visual SenseMaking by Humantific 2010 Liquidnet Holdings, Inc.
|
|
- Grace Jackson
- 6 years ago
- Views:
Transcription
1 October 2010
2 Liquidnet is the premier global marketplace for institutional investors. Since 2007, the company has devoted a percentage of revenues to social causes through an award-winning corporate social engagement program called Liquidnet For Good. 2
3 Beyond its employee engagement efforts, sustainability programs, and signature project (a comprehensive residential community and high school for orphans in Rwanda), Liquidnet is leveraging its core competency using technology and the power of collaboration to remove inefficiencies in a fragmented marketplace to maximize social impact. 3
4 Markets for Good is Liquidnet s effort focused on creating greater social impact throughout the social capital markets. 4
5 CHALLENGES IN THE PHILANTHROPIC ECOSYSTEM
6 CHALLENGE: How might we make it easier and cheaper for nonprofits to raise money?
7 CHALLENGE: How might we make it easier for donors to find effective nonprofits to donate to?
8 CHALLENGE: How might we ensure that higher-performing nonprofits are receiving enough donations so that they can effectively meet their mission?
9 THE SPECTRUM OF MARKETS FINANCIAL CAPITAL MARKETS IMPACT INVESTING MARKETS PHILANTHROPY (GIVING MARKETS) RETURN Financial Return Financial + Social Return Social Return MEASUREMENT Financial Performance Measurement Financial + Social Measurement Social Performance Measurement INVESTMENT TYPE Debt Equity Debt Equity Grants PLATFORMS Retail (mutual funds, online brokers) Institutional (Exchanges, Alternative Trading Systems) Retail (online micro finance) Institutional (Impact Funds, emerging platforms) Retail (offline channels, online giving, Donor Advised Funds) Institutional (Foundations) AVERAGE TRANSACTION COST About 5% About 10% About 30% MARKET SIZE FINANCIAL CAPITAL MARKETS $50 Trillion SOCIALLY RESPONSIBLE INVESTING Social Screening and Shareholder Advocacy $7 Trillion $5 Billion $300 Billion SOCIAL CAPITAL MARKETS / MARKETS FOR GOOD 9
10 THE SPECTRUM OF MARKETS How might we apply best practices, technologies, and metrics across all markets? FINANCIAL CAPITAL MARKETS IMPACT INVESTING MARKETS PHILANTHROPY (GIVING MARKETS) RETURN Financial Return Financial + Social Return Social Return MEASUREMENT Financial Performance Measurement Financial + Social Measurement Social Performance Measurement INVESTMENT TYPE Debt Equity Debt Equity Grants PLATFORMS Retail (mutual funds, online brokers) Institutional (Exchanges, Alternative Trading Systems) Retail (online micro finance) Institutional (Impact Funds, emerging platforms) Retail (offline channels, online giving, Donor Advised Funds) Institutional (Foundations) AVERAGE TRANSACTION COST MARKET SIZE About 5% FINANCIAL CAPITAL MARKETS $50 Trillion SOCIALLY RESPONSIBLE INVESTING Social Screening and Shareholder Advocacy $7 Trillion About 10% $5 Billion How might we reduce the transaction costs in the giving markets? About 30% $300 Billion How might we make better use of the dollars in the giving markets? SOCIAL CAPITAL MARKETS / MARKETS FOR GOOD 10
11 TODAY: PHILANTHROPY Today, we do not have enough readily available, reliable, and universal information to support the philanthropic ecosystem the giving markets. How might we make it easier for donors to find effective nonprofits to donate to? How might we make it easier and cheaper for nonprofits to raise money and demonstrate performance? How might we enable beneficiaries to provide feedback and have their voice heard? 11
12 FACTS ABOUT PHILANTHROPY In general, most giving comes from many donors, but goes to relatively few nonprofits. How might we provide tools for individuals to give more effectively? Source: 1. Figures come from the Foundation Center, the Urban Institute, the IRS, and other sources, via Disrupting Philanthropy: Technology and the Future of the Social Sector, by Lucy Bernholz with Edward Skloot and Barry Varela 12
13 FACTS ABOUT PHILANTHROPY In general, most giving comes from many donors, but goes to relatively few nonprofits. Source: Giving USA Foundation (2007) Sources: Foundation Center, Slate, via Disrupting Philanthropy: Technology and the Future of the Social Sector, by Lucy Bernholz with Edward Skloot and Barry Varela 13
14 FACTS ABOUT PHILANTHROPY In general, most giving comes from many donors, but goes to relatively few nonprofits. How might we provide sufficient information about all nonprofits? 14
15 FACTS ABOUT PHILANTHROPY In general, most giving comes from many donors, but goes to relatively few nonprofits. Source: Giving USA Foundation (2007) Sources: Foundation Center, Slate, via Disrupting Philanthropy: Technology and the Future of the Social Sector, by Lucy Bernholz with Edward Skloot and Barry Varela 15
16 UNDERSTANDING DONORS If we understand the various motivations driving donors, we can more fully engage them in social investing. How might we reach all donors, regardless of the reasons why they give? Source: Hope Consulting, Money for Good: The US Market for Impact Investments and Charitable Gifts from Individual Donors and Investors, May
17 UNDERSTANDING DONORS While donors say they care about nonprofit performance, very few actively donate to the highest-performing nonprofits. How might we get people to act on their interest in nonprofit performance by doing some research? How might we get people to care about social impact and other measures of performance? How might we get people to give to the top nonprofits, not just those that are good enough? Source: Hope Consulting, Money for Good: The US Market for Impact Investments and Charitable Gifts from Individual Donors and Investors, May
18 TOMORROW: GIVING MARKETS How might traditional donors become social investors who demand a high social return on their investment? To ensure that funding goes to the highest-performing nonprofits, traditional donors will need to become social investors. 18
19 TOMORROW: GIVING MARKETS With enough demand from donors and sufficient supply of information about nonprofits, we might transform the philanthropic ecosystem into giving markets. TRANSACTION PLATFORM FOR INFORMATION & INVESTING RETURN: My needs are being met and I have a voice. RETURN: I demand a high social return on my investment and I know that I am making an impact. RETURN: We can demonstrate that we are making a difference and are able to attract more funding to continue to do so. 19
20 TOMORROW: GIVING MARKETS With enough demand from donors and sufficient supply of information about nonprofits, we might transform the philanthropic ecosystem into giving markets. 20
21 TOMORROW: GIVING MARKETS A vision of how some components of a giving markets platform might correspond to the best practices of a successful retail market, providing a range of information to connect buyers and sellers. 21
22 TOMORROW: GIVING MARKETS A vision of how some components of a giving markets platform might correspond to the best practices of a successful retail market, providing a range of information to connect buyers and sellers. Ability to search, browse, or select organizations in a variety of ways, to make it easier for donors to find effective nonprofits to donate to. Easy-to-use financial transaction functionality provides a safe, reliable and efficient way to take action and donate. Objective information about the nonprofit, their theory of change, and why they need funding. EXISTING EXAMPLES: Seamless integration with social media, which builds on existing relationships and networks EXISTING EXAMPLES: Additional multimedia helps tell the nonprofit s story and connect with their donors. 22
23 TOMORROW: GIVING MARKETS A vision of how some components of a giving markets platform might correspond to the best practices of a successful retail market, providing a range of information to connect buyers and sellers. Information about how others behaved, based on powerful sales analytics, offers insight into important market dynamics. Expert reviews, seals of approval, and deep analysis of performance inform donation decisions. Standardized data about the nonprofit allows comparison across organizations. EXISTING EXAMPLES: EXISTING EXAMPLES: 23
24 TOMORROW: GIVING MARKETS A vision of how some components of a giving markets platform might correspond to the best practices of a successful retail market, providing a range of information to connect buyers and sellers. Clear and simple visual rating system to quickly indicate nonprofit performance. EXISTING EXAMPLES: Reviews from beneficiaries, volunteers, and other donors allow for transparent feedback. EXISTING EXAMPLES: 24
25 TOMORROW: GIVING MARKETS A vision of how some components of a giving markets platform might correspond to the best practices of a successful retail market, providing a range of information to connect buyers and sellers. Organizations are intuitively categorized, making them easier to search. EXISTING EXAMPLES: 25
26
Philanthropic Services at Bernstein Helping philanthropic families and not-for-profit organizations reach their goals
Philanthropic Services at Bernstein Helping philanthropic families and not-for-profit organizations reach their goals Just as ripples spread out when a single pebble is dropped in water, the actions of
More informationCommunity Capital: Investing in Social Innovation. Date: Wednesday, May 1, 2013 Time: 8:30 AM 9:45 AM Room: Oakhurst
Community Capital: Investing in Social Innovation Date: Wednesday, May 1, 2013 Time: 8:30 AM 9:45 AM Room: Oakhurst The impact investing sector is growing Cumulative number of impact-focused funds 400
More informationUntapped Fundraising Potential: Demystifying Donor-Advised Funds
Untapped Fundraising Potential: Demystifying Donor-Advised Funds March 20, 2018 Presenters: Eva Nico, Senior Director of Programs, GuideStar Amy Pirozzolo, VP Marketing, Fidelity Charitable Today s Speakers
More informationNonprofits face many challenges. Growing investments. to support your operational needs. Meeting the need for
H E L P I N G Y O U A C H I E V E Y O U R O R G A N I Z A T I O N S M I S S I O N F o u n d a t i o n & I n s t i t u t i o n a l A d v i s o r s Y O U R O R G A N I Z A T I O N S N E E D S A R E C O M
More informationTHE FIRST (AND OFTEN FORGOTTEN) RULE OF IMPACTFUL GIVING: GIVE THE RIGHT ASSET
THE FIRST (AND OFTEN FORGOTTEN) RULE OF IMPACTFUL GIVING: GIVE THE RIGHT ASSET RYAN BOLAND One of the most basic tenets of impactful giving using available tax efficiencies to maximize the contribution
More informationNational Family Office Forum: Adapt, innovate, and transform 2018 survey report
National Family Office Forum: Adapt, innovate, and transform 2018 survey report Introduction Although no two family offices are alike, many single family offices (SFOs) do have a great deal in common.
More informationGlobal Transaction Services Vision, Mission and Bold Ambition
Global Transaction Services Vision, Mission and Bold Ambition Francesco Vanni d Archirafi Client Advisory Board for Investment Managers March 11, 2010 High expectations are the key to everything. Sam Walton
More informationCharitable Planning Guide
Charitable Planning Guide Purpose of this Guide This guide is designed to provide an overview of the benefits of incorporating charitable giving into your financial planning including common techniques
More informationIntelligence beyond data. Light Paper
Intelligence beyond data Light Paper Introducing darqube A key corner-stone for the crypto revolution to become a long-lasting success is a well-functioning market place that ensures that crypto-assets
More informationInvesting with Impact. Creating Economic, Social and Environmental Value
Investing with Impact Creating Economic, Social and Environmental Value Delivering Personalized Value The Investing with Impact Platform focuses on flexibility and engagement, allowing both targeted allocation
More informationDonor-Advised Funds. Morgan Stanley Global Impact Funding Trust (GIFT)
Donor-Advised Funds Morgan Stanley Global Impact Funding Trust (GIFT) A Donor-Advised Fund Can Simplify Your Philanthropic Giving A donor-advised fund (DAF) is a private fund administered by a third party
More informationPREPARING FOR PHILANTHROPY
PREPARING FOR PHILANTHROPY Hello and welcome. Northern Trust is proud to sponsor this podcast, Preparing for Philanthropy, the fourth in a series based on our book titled Legacy: Conversations about Wealth
More informationInvesting with Impact. Creating Economic, Social and Environmental Value
Investing with Impact Creating Economic, Social and Environmental Value Delivering Value Across Multiple Dimensions The Investing with Impact Platform focuses on flexibility and engagement, allowing both
More informationPhilanthropy in Ireland
Philanthropy in Ireland Jackie Harrison, Head of Development The Community Foundation for Ireland SFPI 2015 Conference, Friday 18 th September 2015 To give away money is an easy matter and in any man s
More informationAqueduct Foundation. Smart, flexible philanthropy.
Aqueduct Foundation Smart, flexible philanthropy. 2 Personal philanthropy and personal foundations. Philanthropy is a deeply personal act. A gift to charity represents your values, hopes and important
More informationLIVING BEYOND BREAST CANCER FINANCIAL STATEMENTS YEAR ENDED DECEMBER 31, 2016 (WITH COMPARATIVE TOTALS FOR DECEMBER 31, 2015)
FINANCIAL STATEMENTS YEAR ENDED (WITH COMPARATIVE TOTALS FOR DECEMBER 31, 2015) TABLE OF CONTENTS YEAR ENDED INDEPENDENT AUDITORS REPORT 1 FINANCIAL STATEMENTS STATEMENT OF FINANCIAL POSITION 3 STATEMENT
More informationCisco Insurance Whitepaper Fall 2016
White Paper Cisco Insurance Whitepaper Fall 2016 Technology Helps Insurers Unleash the Possibilities of Digitization It s no secret that InsureTech investment is on the rise. According to the Pulse of
More informationEconomic and Social Council
United Nations E/ICEF/2018/AB/L.1 Economic and Social Council Distr.: Limited 8 December 2017 Original: English For decision United Nations Children s Fund Executive Board First regular session 2018 6
More informationForward Looking Statements and Non-GAAP Measures Caution Regarding Forward-Looking Statements
Ravi Saligram, CEO Forward Looking Statements and Non-GAAP Measures Caution Regarding Forward-Looking Statements This presentation contains forward-looking statements and forward-looking information within
More informationTax Incentives for Charitable Giving. Jamie Golombek Managing Director, Tax and Estate Planning CIBC Wealth Strategies Group
Tax Incentives for Charitable Giving Jamie Golombek Managing Director, Tax and Estate Planning CIBC Wealth Strategies Group Toronto Arts Foundation September 7, 2016 Agenda 1 Charitable donations Overview
More informationThe Charitable Gift Annuity
Mid-America Planned Giving Conference August 14, 2015 The Charitable Gift Annuity Presented by John F. Marshall Senior Vice President Jeffrey Byrne + Associates, Inc. Jeffrey Byrne + Associates, Inc. National
More informationMission Align 360. Implementation Road Map
Mission Align 360 Implementation Road Map A process by which an organization, such as a foundation, examines all capital including human, financial and philanthropic for allocation toward its mission and
More informationFinTech and CDFIs CDFI Institute. Washington D.C., March 1, 2018
FinTech and CDFIs 2018 CDFI Institute Washington D.C., March 1, 2018 Nick Elders, Community Reinvestment Fund, USA Connie Evans, Association for Enterprise Opportunity Dominik Mjartan, South Carolina Community
More informationNine Things You Might Not Know about U.S. Nonprofits
Nine Things You Might Not Know about U.S. Nonprofits by GuideStar November 2015 Nine Things You Might Not Know about U.S. Nonprofits Prepared by GuideStar November 2015 1. There are millions of nonprofits.
More informationPNC CENTER FOR FINANCIAL INSIGHT
PNC CENTER FOR FINANCIAL INSIGHT Tax Reform and Philanthropy: Exploring Why and How You Give The new tax law will have sweeping implications on charitable giving, creating a greater urgency to examine
More informationGuideStar USA, Inc. Financial Statements
GuideStar USA, Inc. Financial Statements For the Years Ended December 31, 2012 and 2011 CONTENTS PAGE NO. INDEPENDENT AUDITOR'S REPORT 2 EXHIBIT A - Statements of Financial Position, as of December 31,
More informationThe Crenshaw Group at Morgan Stanley Smith Barney
The Crenshaw Group at Morgan Stanley Smith Barney 320 East Main Street Suite 410, Spartanburg, South Carolina 29302 864-585-7761 / Main 800-934-0340 / Toll-Free 864-591-0963 / fax fa.smithbarney.com/crenshaw
More informationTHOMSON REUTERS. Financial & Risk Strategic Partnership with Blackstone Full-Year & Fourth-Quarter 2017 Financial Highlights.
REUTERS / Vasily Fedosenko REUTERS / Mike Blake REUTERS / Vasily Fedosenko THOMSON REUTERS Financial & Risk Strategic Partnership with Blackstone Full-Year & Fourth-Quarter 2017 Financial Highlights January
More informationEndowments and Foundations: Adapting to a New Paradigm
Endowments and Foundations: Adapting to a New Paradigm While there are multiple segments of the $3.5 trillion 1 endowment and foundation market, this paper is directed to foundation and endowment organizations
More informationOn our last earnings call, I laid out Zillow Group s strategic priorities for 2018, which are:
ZILLOW GROUP, INC. Q1 2018 EARNINGS PREPARED REMARKS May 7, 2018 Spencer Rascoff, CEO Zillow Group s 2018 is off to a strong start. We reported first quarter 2018 revenue of nearly $300 million, which
More informationGlobal Impact Funding Trust
Global Impact Funding Trust 1 Welcome to GIFT. One of the great dividends of financial success is the pleasure of giving back to your community, in support of a social cause, to benefit those in need or
More informationCASCADE BICYCLE CLUB. CONSOLIDATED FINANCIAL STATEMENTS With Independent Auditor's Report YEARS ENDED DECEMBER 31, 2014 AND 2013
CONSOLIDATED FINANCIAL STATEMENTS With Independent Auditor's Report FINANCIAL STATEMENTS TABLE OF CONTENTS INDEPENDENT AUDITOR'S REPORT 2 CONSOLIDATED STATEMENTS OF FINANCIAL POSITION December 31, 2014
More informationCAF CHARITABLE LEGACY SERVICE. Making it simple to leave a lasting impression
CAF CHARITABLE LEGACY SERVICE Making it simple to leave a lasting impression Contents This guide explains how we deal with the gifts received through the CAF Charitable Legacy Service so it is important
More informationFamily Wealth Advisors
Family Wealth Advisors Philanthropy Services Terms Glossary & Definitions 1. B Corporation B Corporations are certified by the nonprofit B Lab to meet standards of social and environmental performance,
More informationQ&A with Antonio Derossi & Mahendra Nambiar
JUNE 2018 V OL. 6 ISS U E 195 Q&A with Antonio Derossi & Mahendra Nambiar Co-Founders of Fair Insurer Principle Series: R E P O R T Please join Family Office Insights for this luncheon on Wednesday, June
More informationSouthern Institute Conference
Southern Institute Conference Securing Transformational Gifts and Developing Sustainable Funding Streams: How Planned Giving Plays a Key Role Greenville, SC May 27, 2015 Speakers Today Roxanne Cromartie,
More informationPlace-Based Impact Investing:
Place-Based Impact Investing: An Emerging Philanthropic Tool to Benefit Greenville Greenville Partnership for Philanthropy January 14, 2018 Objectives for this Session Introduce the basics of place-based
More informationCreating Philanthropy using Noncash Assets: Community Foundation Case Studies
Creating Philanthropy using Noncash Assets: Community Foundation Case Studies 1 Agenda Quick Intros Benefits to using Community Foundations Donor-Advised Funds Noncash Assets Statistics Case Studies 2
More informationDemystifying National Donor-Advised Funds A deeper look at Fidelity Charitable donors and how they give.
S e p t e m b e r 2 0, 2017 Demystifying National Donor-Advised Funds A deeper look at Fidelity Charitable donors and how they give. Presented by: Amy Pirozzolo, VP Marketing, Fidelity Charitable Rachel
More informationGiving USA 2015 The Annual Report on Philanthropy for the Year 2014
AllianceForNevadaNonprofits.org 1 Welcome to the 2015 Giving USA Alliance for Nevada Nonprofits Briefing Giving USA 2015 The Annual Report on Philanthropy for the Year 2014 Richard Tollefson, President
More informationMAKE THE MOST OF YOUR DONOR ADVISED FUND
MAKE THE MOST OF YOUR DONOR ADVISED FUND GUIDELINES, TIPS, DOS AND DON TS More and more individuals and families are using donor advised funds (DAFs) either as their primary charitable giving vehicle or
More informationCOMMUNITY FOUNDATION. for Palm Beach and Martin Counties. Your Philanthropy Our Community Better Together. a guide for you
COMMUNITY FOUNDATION for Palm Beach and Martin Counties Your Philanthropy Our Community Better Together a guide for you 1 thank you. 2 yourcommunityfoundation.org Thank you for understanding the importance
More informationBusiness Plan
Business Plan 2017-2019 Contents Executive Summary 3 Introduction 4 1. Market trends 5 2. Member survey 6 3. Strategy 2017-2019 9 Key Priorities 2017-2019 1. Professional 11 2. Research 12 3. Market Information
More informationBlockchain: game changer or just another tech trend? Ken Marke Chief Marketing & Communications Officer, B3i Technologies
Blockchain: game changer or just another tech trend? Ken Marke Chief Marketing & Communications Officer, B3i Technologies Update on B3i development and priorities Agenda 1. Background to Blockchain and
More informationNow What? Stewarding the Planned Gift Donor
Now What? Stewarding the Planned Gift Donor Planned Giving Council of NE Florida February 8, 2018 Pierre N. Allaire, PhD Senior Vice President Baptist Health Foundation What do you think you need for a
More informationREFORMING CHARITABLE TAX INCENTIVES: ASSESSING EVIDENCE AND POLICY OPTIONS
REFORMING CHARITABLE TAX INCENTIVES: ASSESSING EVIDENCE AND POLICY OPTIONS Joseph Rosenberg and Eugene Steuerle November 15, 2018 The federal tax treatment of charitable giving and the nonprofit sector
More informationSRI and Community and Economic Development Reinventing Our Communities: Transforming Our Economies Federal Reserve Bank of Philadelphia
SRI and Community and Economic Development Reinventing Our Communities: Transforming Our Economies Federal Reserve Bank of Philadelphia Alya Z. Kayal, Esq. About US SIF US SIF: The Forum for Sustainable
More informationPNC CENTER FOR FINANCIAL INSIGHT
PNC CENTER FOR FINANCIAL INSIGHT Responding to Tax Reform a Nonprofit Action Plan The new tax regime may have significant implications on charitable giving, creating a need for non-profit organizations
More informationThe Delli Carpini Group at Morgan Stanley
The Delli Carpini Group at Morgan Stanley Tactical Investment Strategy. Comprehensive Wealth Planning. 522 Fifth Avenue 10th Floor, New York, NY 10036 212-603-6204 / MAIN 212-507-8242 / FAX https://fa.morganstanley.com/frank.dellicarpini
More informationFamily Wealth Advisors
Family Wealth Advisors Philanthropy Services Terms Glossary & Definitions 1. Purpose investments Coined by Bank of the West, this term includes impact investing, environmental and social governance (ESG),
More informationThe 2008 Bank of America Study of High Net Worth Philanthropy Issues Driving Charitable Activities Among Affluent Households
The 2008 Bank of America Study of High Net Worth Philanthropy Issues Driving Charitable Activities Among Affluent Households April 20, 2010 Ramsay H. Slugg Senior Vice President National Wealth Strategies
More informationCustomized Target Date Solutions
Customized Target Date Solutions Multi-asset class strategies tailored for plan-specific needs and goals J.P. Morgan Asset Management s defined contribution expertise and outcome-focused portfolio structuring
More informationTHE GLOBAL STANDARD FOR FACTOR ANALYSIS
THE GLOBAL STANDARD FOR FACTOR ANALYSIS Are you seeing a complete investment picture? How do you draw valid conclusions across MARKETS, PEER GROUPS and PORTFOLIOS? AS AN ASSET OWNER Do you trust the investment
More informationSection B The SGI2020 Strategic Plan
Section B The SGI2020 Strategic Plan DRAFT Prepared for the Community Economic Sustainability Commission Contributors: Lawrence Alexander, Peter Elkins, Colin How, Lisa Stevens March 2017 Table of Contents
More informationOUR SOLUTIONS. We Design Solutions to Simplify Insurance
OUR SOLUTIONS We Design Solutions to Simplify Insurance www.insurity.com 866.476.2606 Simplifying the Insurance Experience Our scalable, highly secure and reliable cloud-based solutions provide cost-efficiency,
More informationsupport Hope For Orphans through Waterstone and Asset giving
support Hope For Orphans through Waterstone and Asset giving Dear HFO Family, We are excited to announce our new collaboration with Waterstone Foundation and sharing with you guys about the power of asset
More informationDreaming of a Frictionless Market
Dreaming of a Frictionless Market Digital Transformation in Insurance 2 nd May 2018 B3i 2018 Agenda 1. Background to Blockchain and B3i 2. Current product and future applications 3. Current priorities
More informationState Advocate To-Do List for 2013
State Advocate To-Do List for 2013 2013 will be a busy year! We ve pulled together some ideas about key issues you may want to tackle in your state this year. We know that you won t have time to do everything
More informationCharitable Conversations...
Welcome The Community Foundation of the Holland/Zeeland Area is a public charity that as of 2015 manages over $55 million in charitable assets spread across 475 different funds that have been established
More informationJON BON JOVI SOUL FOUNDATION FINANCIAL STATEMENTS YEARS ENDED DECEMBER 31, 2016 AND 2015
FINANCIAL STATEMENTS YEARS ENDED TABLE OF CONTENTS YEARS ENDED INDEPENDENT AUDITORS REPORT 1 FINANCIAL STATEMENTS STATEMENTS OF FINANCIAL POSITION 3 STATEMENTS OF ACTIVITIES 4 STATEMENTS OF FUNCTIONAL
More informationAnnual Report on Charitable Solicitations. In Colorado for the Year 2018
State of Colorado Department of State 1700 Broadway Suite 200 Denver, CO 80290 Jena Griswold Secretary of State Mike Hardin Director of Business & Licensing Division Annual Report on Charitable Solicitations
More informationMind the Retail Mortgage Gap. To Close More Loans, First Close the Gap
Mind the Retail Mortgage Gap To Close More Loans, First Close the Gap Mind the Retail Mortgage Gap Table of Contents Executive Summary Shifting Lending Landscape............. 2 An Industry Riddled with
More informationNew Frontiers of Philanthropy:
New Frontiers of Philanthropy: THE REVOLUTION IN SOCIAL PURPOSE FINANCE Dr. Lester M. Salamon Johns Hopkins University PHILANTHROPY S BIG BANG SOURCE: Lester M Salamon, Ed., The New Frontiers of Philanthropy,
More informationEstablishing a charitable trust structure
Establishing a charitable trust structure Kirrily Burgess: Philanthropy Services Manager, Perpetual Daniel Tome: Senior Financial Consultant, Perpetual Proudly supported by The Trust Company Important
More informationImpact Investing 101. Teri Lovelace, Esq. Chief Impact Officer, VCC President, LOCUS January 10, 2017
Impact Investing 101 Teri Lovelace, Esq. Chief Impact Officer, VCC President, LOCUS January 10, 2017 Imagine your PLACE Healthcare to those who have gone without Access to healthy food for everyone Affordable
More information2. Tell us about your future gift by returning a reply form or visiting, aclu.org/jointhechallenge. 5% Cash Match (amounts over $250,000)
LEGACY CHALLENGE For a limited time, The Crankstart Foundation has issued a challenge to all ACLU supporters. If you join the Challenge, you can generate funds to help defend our rights and freedoms today
More informationLetter on Charitable Trusts Funded with Cash or Stock
Letter on Charitable Trusts Funded with Cash or Stock Dear I am pleased to respond to your request to our organization for information on creating a charitable trust with cash or stock. Such highly liquid,
More informationAnnual Joint Meeting. Blended Gifts. 10:45 11:45 a.m. & 12:30 1:30 p.m. Dr. Scott Janney, CFRE Chief Development Officer.
Annual Joint Meeting February 14, 2018 10:45 11:45 a.m. & 12:30 1:30 p.m. Dr. Scott Janney, CFRE Chief Development Officer What exactly is a blended gift? Planned Gift / Major Gift What exactly is a blended
More informationMessaging Platform. 1 I Messaging Platform
Messaging Platform 1 I Messaging Platform Introductory Letter HilltopSecurities is a bold, new financial services firm. This new firm has been launched based on shared past successes but we cannot rest.
More informationNEW FINANCIAL PRODUCT
NPX is transforming the way the nonprofit sector finances impact. NEW FINANCIAL PRODUCT NPX has developed a powerful new financial product that brings together private donors, impact investors and nonprofit
More informationUNITED WAY OF THE SOUTHERN TIER, INC. FINANCIAL STATEMENTS JUNE 30, 2016
UNITED WAY OF THE SOUTHERN TIER, INC. FINANCIAL STATEMENTS JUNE 30, 2016 TABLE OF CONTENTS AUDITED FINANCIAL STATEMENTS PAGE INDEPENDENT AUDITORS REPORT 1 STATEMENTS OF FINANCIAL POSITION 2 STATEMENTS
More informationNew Frontiers of Philanthropy: THE REVOLUTION IN SOCIAL PURPOSE FINANCE. Dr. Lester M. Salamon Johns Hopkins University
New Frontiers of Philanthropy: THE REVOLUTION IN SOCIAL PURPOSE FINANCE Dr. Lester M. Salamon Johns Hopkins University Impact Investing Think Tank Greensboro, NC May 19, 2016 PHILANTHROPY S BIG BANG THE
More informationGRANTS DONOR DONOR ADVISED FUND. What Is A Donor-Advised Fund? OPPORTUNITY FOR MONEY TO GROW. Schools. Religious Institutions.
What Is A Donor-Advised Fund? Cash IMMEDIATE TAX DEDUCTION DONOR Stocks Other Assets DONOR ADVISED FUND OPPORTUNITY FOR MONEY TO GROW GRANTS Favorite Causes Religious Institutions Human Services Schools
More informationConsulting Group: An Introduction
2 Disciplined Investment Process 3 Investment Advisory Programs 5 Global Resources, Local Perspective product consulting group Consulting Group: An Introduction summary The last several years have proven
More informationRethinking Family Foundations: What s the Optimal Structure. By Claudia B. Sangster Director, Philanthropy, Estate & Trust Services
Rethinking Family Foundations: What s the Optimal Structure By Claudia B. Sangster Director, Philanthropy, Estate & Trust Services For years, private family foundations have rewarded those who operate
More informationSample Gift Acceptance Policy
Sample Gift Acceptance Policy In order to protect the interests of ABC Charity and the persons and other entities who support its programs, these policies are designed to assure that all gifts to, or for
More informationWe are community builders.
We are community builders. We are community builders. At AUMA, we represent urban municipalities including cities, towns, villages, summer villages and specialized municipalities which includes more than
More informationBuilding Capacity for the Future
Building Capacity for the Future Research Foundations Leading in Collaboration and Partnership Carlsberg Academy Copenhagen, Denmark January 27, 2015 Jed Emerson Grand Lake, CO San Francisco, CA A Broad,
More informationAdvanced Philanthropic and Investment Solutions. for Nonprofit Institutions
Advanced Philanthropic and Investment Solutions for Nonprofit Institutions Services and solutions for endowments, foundations and other philanthropic organizations TIAA-CREF offers endowments and foundations
More informationCASUALTY ACTUARIAL SOCIETY STRATEGIC PLAN
CASUALTY ACTUARIAL SOCIETY STRATEGIC PLAN Adopted August 7, 2017 Contents 1 Overview... 1 2 10- to 30-Year Planning Horizon: Core Ideology... 2 3 Envisioned Future... 4 4 5- to 10-Year Planning Horizon:
More informationInaugural Seminar April 27, Sanford Institute of Philanthropy 1
Inaugural Seminar April 27, 2017 2017 Sanford Institute of Philanthropy 1 A Special Presentation for The Sanford Institute for Philanthropy @ LIU Tectonic Shifts in Philanthropy Are you Ready? April 2017
More informationRunning Your Business for Growth
Accenture Insurance Running Your Business for Growth Could Your Operating Model Be Standing in the Way? 1 95 percent of senior executives are not certain their companies have the right operating model
More informationThe Features of Investment Decision-Making
The Features of Investment Decision-Making Industrial management Controlling and Audit Olga Zhukovskaya Main Issues 1. The Concept of Investing 2. The Tools for Investment Decision-Making 3. Mergers and
More informationTop Ten Charitable Trends Every Advisor Should Know in 2017
Top Ten Charitable Trends Every Advisor Should Know in 2017 Bryan Clontz, CFP, CAP President, Charitable Solutions, LLC www.charitablesolutionsllc.com (404) 375-5496 Agenda 1. Philanthropy Is Alive and
More informationUNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C FORM 8-K
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event
More informationSocial Businesses in Israel - Galia Feit ERNOP presentation
Social Businesses in Israel - How will Policy affect the role of? Galia Feit ERNOP presentation July 2015 The Introduction Institute for Law and Two questions Can social businesses attract new financial
More informationBDI-EABC Partnership Project. Terms of Reference SHORT TERM CONSULTANCY- WEBSITE DEVELOPMENT. Any time from now
SHORT TERM CONSULTANCY- WEBSITE DEVELOPMENT 0 Basic settings Time frame of the on-site assignment Location Any time from now Inception and presentation meeting in Arusha, home office 1 Project background
More informationCrowdfunding: Meeting Humanitarian Needs
Personal Financial Planning Section Tax Retirement Estate Risk Management Investments Crowdfunding: Meeting Humanitarian Needs By: Martin M. Shenkman, Jonathan G. Blattmachr, and Bernard A. Krooks General
More informationPresented by: Lloyd Lynford CEO Reis, Inc. Presented at: B. Riley & Co. 15 th Annual Investor Conference Santa Monica, CA May 20, 2014
Presented by: Lloyd Lynford CEO Reis, Inc. Presented at: B. Riley & Co. 15 th Annual Investor Conference Santa Monica, CA May 20, 2014 DRAFT Disclaimer This presentation may include forward-looking statements
More informationBuilding the Vision: A Look into the Future of an Efficient Insurance Data & Analytics Market
Building the Vision: A Look into the Future of an Efficient Insurance Data & Analytics Market Peter Lynch Executive Vice President, Insurance 25 APRIL 2015 TransUnion is a leading global provider of risk
More informationUnderstanding Advisor Approaches and Client Expectations
Understanding Advisor Approaches and Client Expectations Understanding Advisor Approaches and Client Expectations, written by Institutional Investments & Philanthropic Solutions from U.S. Trust, offers
More informationInstitutional Solutions. Partnering to make institutions stronger
Institutional Solutions Partnering to make institutions stronger Market presence: who we serve Our leading expertise and reputation in the institutional markets comes from developing comprehensive solutions
More informationAnnual Report 2018 DISTINCTLY DIFFERENT Message from the Strategic Financial A Color-Coordinated Google President Planning Highlights Team Reviews
DISTINCTLY DIFFERENT Message from the President Strategic Planning Financial Highlights A Color-Coordinated Team Google Reviews Message from the President Welcome new shareholders and my best regards to
More informationTHE BENEFITS OF CHOOSING AN A MATTER OF TRUST: Accredited Investment Fiduciary Analyst DESIGNEE
THE BENEFITS OF CHOOSING AN A MATTER OF TRUST: Accredited Investment Fiduciary Analyst DESIGNEE Are You Effectively Acting in Your Beneficiaries Best Interests? FULLY UNDERSTAND YOUR FIDUCIARY RESPONSIBILITIES
More informationALLFINANZ Digital New Business & Underwriting
Digital New Business & Underwriting Transform underwriting into a sales enabler and profit driver Life Group Health Disability www.munichre.com/automation-solutions Digital New Business and Underwriting
More informationCharitable Giving & Taxes
Charitable Giving & Taxes 2 nd Annual St. Lawrence County Non-Profit Conference October 10, 2018 Presented By: Angela M. Gray, CPA Canton Office One Main Street, Canton, NY Phone: 315.386.2925 www.graycpas.com
More information2017 Annual Outlook. E&S/Specialty. E&S Contract E&S Brokerage Nationwide Private Client
2017 Annual Outlook E&S/Specialty E&S Contract E&S Brokerage Nationwide Private Client Management Liability and Specialty Nationwide Pet Nationwide Innovative Solutions A LETTER FROM OUR PRESIDENT Reaching
More informationTREMOR VIDEO. Jefferies 2017 Global Technology Conference. May 10, 2017
TREMOR VIDEO Jefferies 2017 Global Technology Conference May 10, 2017 SAFE HARBOR STATEMENT This presentation is for informational purposes only and is not an offer to sell securities or a solicitation
More informationGrowing Nevada s Clean Energy Markets Quickly with Green Bank Financing
Growing Nevada s Clean Energy Markets Quickly with Green Bank Financing Jeffrey Schub, Executive Director, CGC Nevada Interim Legislative Committee on Energy November 20, 2015 Exhibit K - ENERGY Document
More informationSelinsgrove Area Community Foundation
Selinsgrove Area Community Foundation Financial Statements Years Ended December 31, 2016 and 2015 with Independent Accountant s Review Report TABLE OF CONTENTS Independent Accountant's Review Report Financial
More information