Finance

Event
Nov.21
11/21/2019 -
1:00pm to 2:00pm
Location: Webinar

Learn how two foundations are engaging families to support impact investing initiatives. Get insight on what steps you should take to educate your board and how to determine where to invest funds.

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Event type: Webinar
Audience: Family Foundation



Event
Nov.18
11/18/2019 -
1:00pm to 2:30pm
Location: Webinar

Volatility and signs of uncertainty across the global capital markets have made many investors certain there is need for a comprehensive, long-term investment program with well-defined roles and responsibilities. Dedicating time to understand how your foundation’s investment program compares to those of peers can help uncover areas of strength and weakness while also helping you to plan more prudently. 

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Event type: Webinar
Audience: All Members



Event
Oct.16
10/16/2019 -
1:00pm to 2:30pm
Location: Webinar

While a bequest is the most common way a community foundation receives money from an individual’s estate plan, some can be tricky. This webinar will provide information on how to deal with difficult wills and trusts. It will also feature best practices for working with professional advisors to ensure their client’s charitable wishes can be accomplished.

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Event type: Webinar