Join us for a discussion on how to align your organization’s values with your investment goals by incorporating mission-aligned investing. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The […]
The IRS allows donors to give distributions directly from IRAs to charity starting at age 70 ½. That can be a significant tax advantage for those individuals and an opportunity […]
Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations, endowments, and quasi-endowments. Featured Speaker […]
Board investment committees oversee and evaluate their nonprofit’s investment portfolio, but sometimes it can be hard to know where to start. Join us for a panel discussion in which we […]
