• Aligning Investment Strategy and Grantmaking Operations

    Private foundations often sit on endowments, giving them security and the ability to make grants to causes aligned with their missions. However, the investment arms of foundations frequently are treated as separate units rather than as strategically aligned partners. Over the last two years, the Helmsley Charitable Trust has worked across its grants management, investment, finance, and program departments to better align its investment strategy and grantmaking operations. While the Trust has more work to do, staff have learned that integrating these functions can lead to positive impacts for grantees and the issues about which a mission-driven organization cares.

    Participants will learn about:

    • The interrelatedness of investment and grantmaking portfolios
    • Improving grantmakers’ work through increased communication and collaboration
    • Tools to start integrating investment and grantmaking at their foundations

    Presenter: Christopher Percopo, Director of Grants Management and Special Program Operations, The Leona M. and Harry B. Helmsley Charitable Trust, and Christopher Rapcewicz, Director of Risk and Investment Operations, The Leona M. and Harry B. Helmsley Charitable Trust

    Risk Management/Compliance Strategic Management
    Location: Date: March 11, 2019 Time: 3:00 pm - 4:15 pm Christopher Percopo Christopher Rapcewicz