Library

Insights for Non-Profits » Fiduciary Monitoring Helps Trustees Stay on Top of Their Game

September 30, 2021 | Fiduciary

Non-profit fiduciaries have a duty of care to their organizations. Everyone knows they should be acting in the best interest of the organizations they serve. It’s the right thing to do. But do you and your board members realize that when it comes to financial matters, not only is ‘best interest’ …

Insights for Non-Profits » Best Practices for Evaluating Your Investment Advisor

August 27, 2021 | Fundraising

Non-profit boards and investment committees have an important fiduciary responsibility. They must always do what is in the best interest of their organizations for their investment portfolios. This responsibility even exists when management decisions are delegated to third party investment …

Insights for Non-Profits » Webinar: Utilizing ESG to Align Financial Goals with Your Organization’s Values

August 13, 2021 | Investment Themes

Investing with a mind’s eye toward Environmental, Social, & Governance (ESG) considerations is in many ways, more important now than ever for many non-profit organizations. In this webinar, we explore how non-profits can navigate the nuanced ESG landscape and implement an ESG …


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