Business meeting between three employees

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.

Learning Objectives 

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

Register Now

For more information about this event, or to connect with an experienced professional, please contact Marjorie Hull

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at CPECompliance@forvis.com or 800.472.2745. Due to the large volume of certificates of completion issued, requests to reissue lost or misplaced certificates will be honored up to 60 days following the webinar.​ 

CPE NASBA LogoFORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPE Information

CPE Credit
One CPE credit in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.
Program Level
Advance Preparation
None
Prerequisites
None
Audience
CFOs, controllers, VPs of finance, and board members
Delivery Method
Group internet-based
Refund Policy
There is no fee associated with this webinar.

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