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Laurie Bagley, Senior Vice President and Investment Manager, Foundations and Endowments Specialty Practice, SunTrust Bank, talks about challenges and strategies when creating an investment policy that aims to preserve intergenerational equity in perpetuity.
As younger generations are engaged in gift making decisions, differences can be
more apparent. In anticipation of this, it is important for families to have a conversation about succession plans and how
to pass on the tradition of giving.
A foundation board’s typical search for an investment advisor ends with one of three results. SunTrust’s Kim Krause outlines these outcomes and shares tips for streamlining the request for proposal process.