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CA Institute Assessment

Cambridge Associates
CA Institute Assessment

Understanding Your Foundation’s Direction

Every foundation is shaped by a distinct set of priorities — around how it spends, operates, invests, and partners with grantees. This short assessment is designed to help you think through the factors that will shape your foundation and its investment strategy. There are no right or wrong answers. The exercise is designed to initiate a conversation amongst stakeholders.

How to use this assessment:

  • For each of the four factors, select the option that best describes where your foundation currently sits.
  • If you are just getting started, answer based on your intentions and aspirations.
  • If your foundation is already operating, answer based on where you are today.
  • Your responses will serve as the starting point for a conversation about how to structure your foundation for long-term success.

The results of this assessment are provided for informational and discussion purposes only and do not constitute investment advice.

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The information contained herein is not suitable for retail investors.

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