United Way of Greater Chattanooga

Wewill share some ways nonprofit investment committees can approach aligning their investment portfolios with their mission. Featured Speakers Miranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with […]

We will cover planned giving and IRA areas of opportunity for nonprofits, both with current supporters and opportunities to uncover new prospective donors. Featured Speakers As Vice President and Managing Director of The Trust Company’s Chattanooga office, Zach Hurst provides holistic services to his clients, including budgeting and financial planning, portfolio management, retirement planning, tax […]

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 Speakers Miranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for […]