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Our Journey to Values-Aligned Investing
Join this session to hear from three foundations that have taken incremental steps to incorporate investment policies, practices and statements that demonstrate a commitment to organizational values.
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.