Market Moves
Foundation Launches in Memory of Slain Blackstone Executive
The Wesley Mittman LePatner Foundation will aim to develop philanthropic leaders.
Tag: Foundations
Risk
How Tax Policy Changes Are Altering Charitable Giving
A change to the corporate deduction threshold has contributed to a drop in donors, but those who give are picking up the pace.
Opinion
How to Responsibly Address AI in Your Portfolio
The Intentional Endowments Network reviews what endowments and foundations need to know about artificial intelligence.
Asset Allocation
Need for Tax Optimization, Liquidity Could Change ‘Endowment Model’
Higher tax bills may change the risk/return profile for a variety of asset classes that have long been favored by endowments and foundations.
Newsmakers
Valbona Schwab Appointed CIO at Children’s Health in Dallas
The former deputy investment chief of Grinnell College will succeed Ken Lee, who moved to Cal Tech in April 2025.
Newsmakers
San Diego Foundation CIO Matt Fettig Adds CFO Role
The $1.8 billion endowment will combine its investment and financial operations.
Asset Allocation
Review Finds Impact Investing, Fossil Fuel Divestment Do Not Harm Returns
The Rockefeller Brothers Fund beat its primary benchmark while growing climate focus and ESG integration, consultant TIIP found.
Newsmakers
Cystic Fibrosis Foundation Names Adela Skenderasi as CIO
The OCIO executive will take the helm of the foundation’s investments in October.
Corporate Moves
Brown Advisory to Acquire Marylebone Partners in International Push
The acquisition of the London-based investment manager will allow Brown to offer endowment-style investments to global clients.
Regulation
House GOP Tax Plan Targets Private University Endowments, Private Foundations
The bill proposes increasing tax rates for private institutions with large endowments and private foundations with substantial assets.
Asset Allocation
Endowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts
Universities with large allocations to private markets are borrowing in the bond market to address funding issues, as private equity capital calls can compete with research funding for liquidity.
Opinion
Our Story: Sharpening The Russell Family Foundation’s Philanthropic Tools to Help Drive Transparent Climate Action
CEO Kathleen Simpson explains the philanthropic organization’s method of adopting transparency and accountability.
Newsmakers
Sargent McGowan Named CIO for Endowments and Foundations at Brown Advisory
McGowan was previously managing director and acting CIO of UVIMCO.
Newsmakers
Will Maslovsky Appointed CIO of Alfred P. Sloan Foundation
Effective September 18, Maslovsky succeeded Elizabeth Hewitt, who stepped down one day earlier.
Newsmakers
Broad Foundation Appoints Greg Outcalt as CIO
He succeeds Katharine Krieger as investment chief of the $2 billion foundation.