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Financial Expertise to Implement a Mission-Aligned Investment Strategy
Access a database of peer-recommended financial advisors who are experts in mission aligned investing.
Fiduciary Responsibilities and Legal Basics in Family Philanthropy
Learn about basic fiduciary duties, governance policies, legal responsibilities and more in the context of family philanthropy.
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.
Financial Due Diligence: Assessing Risk for Your Next Program Related Investment
This video takes away the mystery of conducting due diligence.
Best Practices for Nonprofit Boards
Nonprofit boards play a critical role in making sure that their organizations stay strong and healthy, especially during times of crisis.
A Legal Guide on Ballot Measures for Nonprofits and Foundations
Seize the Initiative: A Legal Guide on Ballot Measures for Nonprofits and Foundations offers clear and concise information on the range of legal questions that could arise when nonprofits consider working on a ballot initiative