Finance and Legal

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Aligning Banking and Organizational Values

Published: 
November 2021
During MCF’s fall 2021 Impact Investing Network meeting, members discussed aligning banking practices with organizational values. Aligning values could include choosing a bank based on the diversity of its ownership or leadership, on the geographic area where the bank focuses its investments, on the locations of the bank branches, or various other factors. Network members discussed two ways to align banking and values: (1) use values-based criteria to select a new bank or (2) actively express your values to your current bank in order to inform institutional change. Attached are two sample...
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Mastering Foundation Law: The Council on Foundations Compendium of Legal Resources

The Council on Foundations's Compendium of Legal Resources is a comprehensive guide to foundation law for the non-lawyer. It is easy to use, self-directed, and regularly updated. The Council developed the Compendium in direct response to requests from our members to publish new legal desktop guides. Rather than update old materials that could quickly turn into unusable books on a shelf whenever the law was changed, the Council created a series of chapters covering various legal topics that can be acccessed electronically.
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What Every Grantmaker Should Know & Legal FAQs

This resource from MCF contains: Foreword Letter to Colleagues and Friends Principles for Grantmakers What Every Grantmaker Should Know Board Fiduciary Duties Private Foundation Self-Dealing Excess Benefit Transactions Board Compensation Staff Compensation Conflicts of Interest Reporting and Disclosure Investments Grantmaking Public Policy Engagement Frequently Asked Legal Questions Lobbying Endowment Funds Community Foundations Private Foundation Self-Dealing Board Fiduciary Duties Investments Private Foundations vs. Public Charities 5%...
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