A thoughtful and disciplined investment approach is critical to a successful foundation’s philanthropic purpose and risk management strategy. Foundations have a variety of objectives to consider when designing their investment policy and practices, including increasing growth, reducing investment costs, and aligning with mission and purpose. Understanding asset allocation and loss management can help position a foundation to meet program goals and create a sustainable legacy.
Join FORVIS' Director Lauren Denton as she discusses these issues with Director Jeffrey Gann of FORVIS Private Client™.
Upon completion of this program, participants will be able to:
- Describe how foundations can use their impact objectives and values to direct investing
- Demonstrate how diversification in a portfolio can help increase investment return
- Identify active loss harvesting strategies to help promote grant-making objectives and reduce excise tax impact
For more information about this event, or to connect with an experienced professional, please contact Marjorie Hull.