Any nonprofit, even the smallest organization, can benefit from an endowment. However, like any good investment, endowments must be properly managed to reach their full potential and maintain consistent growth. Register for this free webinar covering best practices and pitfalls to avoid when managing your nonprofit’s endowment. 

In this webinar, you'll learn how to:

  • Determine the objectives of your endowment

  • Set up a payout policy by determining how your endowment will function as a tool to support your organization’s long term plans

  • Decide what your investment policy should address

  • Strengthen your endowment by utilizing a strong mix of assets by determining optimum asset allocation

  • Select the best candidate to manage your endowment through the help of an investment consultant

  • Oversee your endowment in the long-term, including the systematic review of risk, monitoring of costs and determining the forum for oversight

 

David Goldner, CPA, CVA, CFP(R)

About the Presenter

David Goldner, CPA, CVA, CFP®, is the managing partner at Gross, Mendelsohn & Associates. He has over 30 years of experience providing accounting, tax and consulting services throughout the Mid-Atlantic region.