• An Introduction to Endowment Management for Trustees

    Integral to the understanding of endowment management is a clear delineation between the different types of funds an organization has and how additions to each pool are classified.

  • Creating a Dynamic Investment and Spending Policy

    Tax-exempt organizations have a fiduciary duty to thoughtfully and effectively manage investment assets. How well they accomplish that duty plays a crucial role in determining long-term outcomes.

  • Hiring and Evaluating an Investment Advisor

    With some advance planning and a roadmap for success, your board members can approach your search for the right investment advisor with confidence.

  • Understanding Your Fiduciary Duty

    A board member well versed in fiduciary responsibilities is positioned to make a positive impact on a not-for-profit’s mission while avoiding pitfalls that often result in fiduciary negligence.

Contact our Foundations & Endowments Team.

Call 866.223.1499 to learn about our full range of services and capabilities. Or contact your Client Manager.