Brown Advisory

NOVEMBER 29, 2016

The directors at many nonprofits today are finding that, by some measures, working for the common good has never been so tough. The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Making More From Less. Tue, 11/29/2016 - 14:44.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. Treasury yield) were enough to meet or exceed a 5% spend rate.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. Treasury yield) were enough to meet or exceed a 5% spend rate.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Are Alternatives Right for Our Organization?

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Are Alternatives Right for Our Organization? Mon, 10/11/2021 - 11:55.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

AUGUST 15, 2023

And it got to the point where there was the potential to do this nonprofit, like charitable bet. And what’s their budget like a fraction of it, right? What’s the valuation? SEIDES: Yeah, that’s right. RITHOLTZ: Right. It just overwhelmed them. I’m sure. That’s great. RITHOLTZ: Right.

Management 130

Management Investing Investments Government 130