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Event
In-Person Program
The Economy and Its Impacts on Investment
11:30 a.m. - 1 p.m.
Join us as we delve into current issues impacting the economy and investment portfolios.
Topic(s)
Event
Virtual Program
Employee Retirement Plans: Understanding Your Fiduciary Responsibilities
2 p.m. - 3 p.m.
Join this session for an overview of a retirement plan fiduciary’s responsibilities and resources to increase your confidence in your role.
Topic(s)
Event
Virtual Program
The Case for Multiple Giving Vehicles
11 a.m. - 12:15 p.m.
Understand the motivations for using multiple vehicles and how to create the most useful structure for your philanthropic goals.
Resource
Finance & Legal
Financial Due Diligence: Assessing Risk for Your Next Program Related Investment
This video takes away the mystery of conducting due diligence.