Endowments & Foundations
Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor
By Amy SetoBy Brandon ParrishEndowments & Foundations
Endowment and Foundation Challenges: Managing Charitable Gift Annuities
By David G. ElyEndowments & Foundations, Planning & Strategic Advice
Beyond Investing: Strategic Advice for Nonprofits
By Amy SetoBy K. Brigid PetersonEndowments & Foundations, Equities, Fixed Income, Sustainable Investing
Impact Investing: Five Ways To Make Your Mark
By K. Brigid PetersonEndowments & Foundations, Sustainable Investing