Sustainability, ESG and Impact in US Foundations' Investment Strategies

Organised by: Kasha
Date/Time: 2022-04-19T15:00:00Z2022-04-19T16:00:00Z

Location: Online
Description: Since 2006, US foundations are regimented by the Uniform Prudent Management of Institutional Funds Act, which effectively aligned trust and corporate charitable law. As it is, UPMIFA provides for the appropriation for expenditure in any year of an amount not greater than 5% of the fair market value of an endowment.

The question is, what happens to the other 95? How can US foundations align with regulatory requirements AND maximize their impact against their mission statements ? How can they incorporate impact investments from a fiduciary perspective? In short – what are the risks, the opportunities and due diligence metrics for success ?

Moderated by Julie Muraco from Ksapa , the webinar will address actionable methodologies, tools and collaborative initiatives to help global US Foundations better navigate the fast-evolving ESG and Impact considerations at the very core of their theory of change.