MGA Caddie Scholarship Fund的动态

?? Don't miss our Beginners Masterclass on funding Exclusive to members of Befriending Networks, our Beginners Masterclass features talks from The National Lottery Community Fund and The Robertson Trust and covers: - How to tailor applications to funders' objectives - The common pitfalls of funding applications - Top tips for improving your applications Book now: https://lnkd.in/eHx2JKRC #FundingMasterclass #Funding #ThirdSectorFunding

With custom portfolios, Daffy is now opening up to allow our members to propose more tailored portfolios that match their giving intentions. To help illustrate this idea, we asked some Daffy members to share how they plan to use this new feature.?Here’s what Joel Larsgaard, co-host of “#HowtoMoney,” decided: Joel was looking to balance his short-term giving goals with the long-term growth of his charitable funds. He used Daffy’s custom portfolios to allocate a portion of his investment portfolio to cash & bonds as a more conservative investment while placing the majority in a globally diversified mix of low-cost stock funds. Read our blog for more examples ? https://lnkd.in/ejFrpTxz

We're seeing similar trends here in Australia, with smaller Not-for-profit investors finally having access to the full set of investment opportunities (at an acceptable price), allowing them to take advantage of their long-term horizon.

You’re not just supporting education; you’re opening doors for the next generation.

In this article, Ben Johnson, CFA, Senior Director, Investments, speaks to the Financial Times about changes in how endowments and foundations invest for the long-term. With increasing interest in private markets and alternative assets, endowments and foundations of all sizes are diversifying their assets and taking advantage of the illiquidity premium available to ultra-long term investors. Read more: https://ow.ly/hTBw50SOUSr #investments #endownments #foundations #charity #PrivateMarkets #PrivateEquity #IllquidAssets #LongTermInvesting #WTWINV_EMEA

In our view, endowment-style fund management isn't just for universities. This investment approach can also benefit other long-term, investors such as foundations, family offices, and charities. Watch our latest video to learn more:?https://lnkd.in/gDBqPxq7 #WTWINV_UK #investments #endowment

?? NolusProtocol is transforming DeFi with purpose ?? With the Lease to Give initiative, Nolus: ? Enables users to grow funds while supporting charitable causes ? Combines DeFi trading with meaningful impact ? Showcases the power of purpose-driven finance ?? Learn more: https://lnkd.in/drwRah_9

I’ve recently been speaking with charities and endowment funds - their investments often provide income for granting programs.?For endowment funds to shift into values-based investing firstly requires an exploration of the charity’s purpose: 1 – what does fiduciary duty mean for the investments? Is it about returns plus something else? 2 – what is the purpose of the trust and who are the beneficiaries??(are most of them even born yet?)?What values align with the trust’s purpose and present/future beneficiaries? 3 – what values are taken into account in the grant program??How are these reflected in the way money is made to enable the granting? ? There’s no silver bullet for values-based investing – it is a process of moving forward and improving each year.?For endowment funds it is also about trying to close the gap between the values applied in giving grants, and the values applied in investing to make the money to enable the granting. (And continuing to make investment returns that meet objectives). #endowment #fiduciary #investing #trustee Lily Richards Ana Dermer Simon Leach Bryony Greenhalgh Bridie Lloydd

How many funds currently are in the market? How much money is each attempting to raise? For which kinds of strategies, in which geographic regions, under which kinds of risk profiles? Which funds have recently closed? How much money did they raise? For which kinds of strategies, in which geographic regions, under which kinds of risk profiles? In other words, where is capital flowing, and what are the investor preferences driving those capital flows? These quarterly updates can help you answer these and related questions, to help you understand the marketability of your own investment offerings, and where to do to get them funded. Check it out!

For many, charitable giving is an important part of life - and financial planning. Choosing where you spend your money and which organizations are the recipients of your philanthropy can be a sign of your values, beliefs, and intentions for the world, but it also has an impact on your financial planning. Peninsula Wealth can help align your charitable and financial goals and serve to strengthen the impact of your philanthropy. By bringing your charitable giving into your holistic financial planning, you’ll be able to make each more powerful and meaningful for your family. Learn more: https://loom.ly/4Q7-BlY #charitablegiving #financialplanning