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The Case for Multiple Giving Vehicles
Understand the motivations for using multiple vehicles and how to create the most useful structure for your philanthropic goals.
Essentials in Philanthropy: A Historical Context
Examining the history of institutional giving in the U.S. to forge a stronger sector.
Managing Family Dynamics in Governance
Learn strategies to manage dynamics, build in moments for family connection, and facilitate group decision-making.
Employee Retirement Plans: Understanding Your Fiduciary Responsibilities
Join this session for an overview of a retirement plan fiduciary’s responsibilities and resources to increase your confidence in your role.
Operationalizing a Commitment to Equity in Family Philanthropy
Join us for a conversation with family philanthropies who have embraced equity externally and in their internal governance and operations policies and practices.
Financial Expertise to Implement a Mission-Aligned Investment Strategy
Access a database of peer-recommended financial advisors who are experts in mission aligned investing.
Crafting a Compensation Philosophy
A compensation philosophy serves as a guide for employers who are making compensation decisions. It also provides transparency to employees who seek to understand decisions that are made.