Allen Mast, First Vice President, SunTrust Private Foundation Practice, discusses the benefits and logistics of starting your own private foundation Watch Now
The average investment committee has a finite number of opportunities to meet each year to review the portfolio and make decisions. Thus, it is even more critical to spend your valuable time measuring areas of importance. Read More
Companies are reevaluating employee expenses such as purchasing, travel, and entertainment Read More
Alan McKnight, Head of Institutional Investments with SunTrust Bank, discusses how a foundation and endowment’s alternative investment strategy can outperform its spending policy, and, over time, accomplish the organization’s long term goals. Watch Now
The key to engaging and targeting your market is talking to clients and gaining a better understanding of what they like and don’t like, and where they can improve. Consider creating a client calendar that outlines and plans potential contact points throughout the year so it becomes part of your business routine and not something you neglect.