Philanthropy and Social Impact Investing in Family Offices
Expert-defined terms from the Professional Certificate in Family Office Management course at London School of Business and Administration. Free to read, free to share, paired with a professional course.
Academic Research refers to the systematic investigation into a subject i… #
Related terms include Applied Research, Basic Research, and Evaluation Research.
Asset Allocation refers to the strategic decision of how to divide invest… #
Related terms include Diversification, Investment Portfolio, and Risk Management.
Asset Class is a category of investments that have similar characteristic… #
Related terms include Asset Allocation, Diversification, and Investment Strategy.
Benchmark is a standard or reference point used to measure the per… #
Related terms include Evaluation, Investment Performance, and Risk Management.
Benefit Corporation is a type of corporation that is designed to gener… #
Related terms include B Corp, Social Enterprise, and Triple Bottom Line.
Board of Directors is a group of individuals elected or appointed to over… #
Related terms include Annual General Meeting, Corporate Governance, and Executive Committee.
Capital Gains Tax is a tax levied on the profit made from the sale… #
Related terms include Income Tax, Tax Planning, and Wealth Management.
Carbon Footprint refers to the amount of greenhouse gas emissions associa… #
Related terms include Environmental Impact, Sustainability, and Renewable Energy.
Charitable Giving refers to the act of donating money or other resources… #
Related terms include Donor-Advised Fund, Foundation, and Grantmaking.
Charitable Lead Trust is a type of trust that provides a stream of… #
Related terms include Charitable Remainder Trust, Donor-Advised Fund, and Planned Giving.
Charitable Remainder Trust is a type of trust that provides a stream</… #
Related terms include Charitable Lead Trust, Donor-Advised Fund, and Planned Giving.
Climate Change refers to the long #
term warming of the planet due to an increase in average global temperatures, often considered in Social Impact Investing as a key area of focus. Related terms include Environmental Sustainability, Greenhouse Gas Emissions, and Renewable Energy.
Community Development Financial Institution is a type of financial institutio… #
Related terms include Microfinance, Social Enterprise, and Triple Bottom Line.
Corporate Governance refers to the system of rules, practices, and proces… #
Related terms include Annual General Meeting, Board of Directors, and Executive Committee.
Corporate Social Responsibility refers to the voluntary efforts of a comp… #
Related terms include Sustainability, Environmental Sustainability, and Social Enterprise.
Crowdfunding is a method of raising funds from a large number of people,… #
Related terms include Peer-to-Peer Lending, Social Enterprise, and Triple Bottom Line.
Donor #
Advised Fund is a type of fund that allows donors to make charitable contributions and then recommend grants to charitable organizations over time, often used in Philanthropy and Social Impact Investing in Family Offices. Related terms include Charitable Giving, Foundation, and Grantmaking.
Due Diligence refers to the process of conducting a thorough investiga… #
Related terms include Evaluation, Investment Analysis, and Risk Management.
Economic Development refers to the process of improving the economic w… #
Related terms include Community Development, Microfinance, and Social Enterprise.
Endowment refers to a fund or foundation that is established to pr… #
Related terms include Donor-Advised Fund, Foundation, and Grantmaking.
Environmental Impact refers to the effect of human activities on the natu… #
Related terms include Carbon Footprint, Sustainability, and Renewable Energy.
Environmental Sustainability refers to the ability to maintain or support… #
Related terms include Climate Change, Greenhouse Gas Emissions, and Renewable Energy.
Evaluation refers to the process of assessing the effectiveness or… #
Related terms include Benchmark, Due Diligence, and Investment Analysis.
Executive Committee is a group of senior executives or managers re… #
Related terms include Annual General Meeting, Board of Directors, and Corporate Governance.
Family Foundation is a type of foundation that is established and control… #
Related terms include Donor-Advised Fund, Endowment, and Grantmaking.
Family Office refers to a private organization that manages the financial… #
Related terms include Asset Management, Wealth Management, and Investment Strategy.
Foundation is a type of organization that is established to provide chari… #
Related terms include Donor-Advised Fund, Endowment, and Grantmaking.
Grantmaking refers to the process of providing financial support t… #
Related terms include Donor-Advised Fund, Foundation, and Endowment.
Green Bond is a type of bond that is specifically used to finance envi… #
Related terms include Social Impact Bond, Environmental Sustainability, and Renewable Energy.
Impact Investing refers to the practice of investing in companies, organi… #
Related terms include Social Impact Investing, Environmental Sustainability, and Triple Bottom Line.
Income Tax refers to a tax levied on the income earned by an indiv… #
Related terms include Capital Gains Tax, Tax Planning, and Wealth Management.
Investment Analysis refers to the process of evaluating and assessing<… #
Related terms include Due Diligence, Evaluation, and Risk Management.
Investment Portfolio refers to a collection of investments held by an ind… #
Related terms include Asset Allocation, Diversification, and Risk Management.
Investment Strategy refers to the approach or plan used to achieve… #
Related terms include Asset Allocation, Diversification, and Risk Management.
Microfinance refers to the provision of small loans or other financial se… #
Related terms include Community Development Financial Institution, Social Enterprise, and Triple Bottom Line.
Mission #
Related Investing refers to the practice of investing in companies, organizations, or funds that align with the mission or values of a philanthropic organization or family office, often used in Philanthropy and Social Impact Investing in Family Offices. Related terms include Impact Investing, Social Impact Investing, and Environmental Sustainability.
Non #
Profit Organization is a type of organization that is established to provide charitable or public benefit, often used in Philanthropy and Social Impact Investing in Family Offices. Related terms include Foundation, Grantmaking, and Social Enterprise.
Peer #
to-Peer Lending is a type of lending that involves lending money to individuals or businesses through an online platform, often used in Social Impact Investing to support small businesses or entrepreneurs. Related terms include Crowdfunding, Social Enterprise, and Triple Bottom Line.
Philanthropy refers to the practice of donating money, time, or other res… #
Related terms include Charitable Giving, Donor-Advised Fund, and Grantmaking.
Planned Giving refers to the process of planning and arranging cha… #
Related terms include Charitable Giving, Donor-Advised Fund, and Grantmaking.
Program #
Related Investment is a type of investment made by a philanthropic organization or family office to support a charitable program or activity, often used in Philanthropy and Social Impact Investing in Family Offices. Related terms include Mission-Related Investing, Impact Investing, and Social Impact Investing.
Renewable Energy refers to energy generated from natural resources that c… #
Related terms include Environmental Sustainability, Greenhouse Gas Emissions, and Climate Change.
Risk Management refers to the process of identifying, assessing, and miti… #
Related terms include Asset Allocation, Diversification, and Investment Strategy.
Social Enterprise is a type of organization that is established to add… #
Related terms include Social Impact Investing, Environmental Sustainability, and Triple Bottom Line.
Social Impact Bond is a type of bond that is specifically used to finance… #
Related terms include Green Bond, Environmental Sustainability, and Triple Bottom Line.
Social Impact Investing refers to the practice of investing in companies,… #
Related terms include Impact Investing, Environmental Sustainability, and Triple Bottom Line.
Sustainability refers to the ability to maintain or support a process wit… #
Related terms include Environmental Sustainability, Climate Change, and Renewable Energy.
Tax Planning refers to the process of managing and minimizing tax… #
Related terms include Income Tax, Capital Gains Tax, and Wealth Management.
Triple Bottom Line refers to the concept of evaluating the performance… #
Related terms include Social Impact Investing, Environmental Sustainability, and Corporate Social Responsibility.
Venture Philanthropy refers to the practice of applying venture capital p… #
Related terms include Impact Investing, Social Impact Investing, and Environmental Sustainability.
Wealth Management refers to the process of managing and preserving … #
Related terms include Asset Management, Investment Strategy, and Tax Planning.