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Event
Virtual Program
Impact Investing Network: Mission-Aligned Investments in a Time of Uncertainty
10 a.m. - 11:15 a.m.
Mission-aligned investments and PRIs can allow you to create outsized impact with your foundation's dollars, even in uncertain times.
Event
Virtual Program
Fiduciary Responsibilities and Legal Basics in Family Philanthropy
11 a.m. - 12:15 p.m.
Learn about basic fiduciary duties, governance policies, legal responsibilities and more in the context of family philanthropy.
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 Expertise to Implement a Mission-Aligned Investment Strategy
Access a database of peer-recommended financial advisors who are experts in mission aligned investing.