Search:
Decorative Side Bird

Investment Management

Investment Policy: Fiduciary duty in the spotlight

Written By: Patricia Greco
February 25, 2015

Patricia Greco discusses how a board of directors can most effectively manage the organization's investment policies.

Social Finance Week: The unexpected venture capitalist

Written By: Susan Fish
July 20, 2012

Mission-related investing can offer organizations new partners whose values and work aligns with their own.

Social Finance Week: Investing in impact

Written By: Elisa Birnbaum
July 19, 2012

The idea of impact investing is gaining momentum. What’s all the fuss about?

Social Finance Week: Social Finance 101

Written By: Rachel Kalbfleisch
July 15, 2012

An introduction to the world of social finance.

What nonprofits should ask themselves in an economic downturn

Written By: Betty Ferreira
May 11, 2009

How exactly do we define the terms "economic downturn" and "credit crunch" and what are their real implications for the nonprofit sector?

Managing endowments during difficult financial times

Written By: Terrrance S. Carter
April 13, 2009

This article provides some ideas for what a charity can do when it has insufficient income from an endowment fund to meet its disbursement quota under the Income Tax Act.

Charity tax-shelters, the CRA and you

Written By: Andy Levy-Ajzenkopf
July 28, 2008

Much has been made in the press over the last year about the alleged fraudulent use of tax shelter plans by Canadian charities.

Capital gains tax: The continuing fight

Written By: Andy Levy-Ajzenkopf
October 31, 2005

Thirty-four years ago a government worried about recessions and revenue streams saddled the Canadian public with a new tax. Charities, community organizations, and individuals have been paying ever since.

Better investment results a key concern

Written By: Brian Moore and Colin Ripsman
September 20, 2000

The most important current investment issue for Canadian foundations is the need to increase investment returns.

Delegation of investment decision-making still an uncertain business

Written By: Terry Carter
May 10, 2000

Most Ontario charities are aware - or should be - that they should address the potential for liability arising when their board of directors continues to delegate investment decision making to a discretionary investment fund manager.

Ontario's Bill 25 and the power of positive thinking for charities

Written By: John Green
October 12, 1999

The Ontario government's dissolution for a spring election has temporarily left the passage of the new Trustee Act (Ontario) on hold. However, with its re-election in early June, it is very likely that Queen's Park will pass the proposed legislation during this year.

Examining your investment strategy

Written By: Winsor Pepall
December 26, 1995

This article considers investment strategies with endowments, foundation and pension funds.