Philanthropy Southwest is pleased to present this upcoming program for funders only:
Investing for Foundations: 201
Even with a professional investment advisor, foundations have a fiduciary duty to understand their portfolio and set the parameters of the investment approach. This program is for those seeking a deeper understanding of how to construct and evaluate a portfolio. It will cover how foundations should set goals for their portfolio, analysis of the 5% spending rule (and strategic use of tax carryforwards), how to calculate liquidity needs, understand performance calculations and reporting, and due diligence questions to ask. The program will include a review of data from surveys of nonprofits showing a range of portfolios and discuss the scenarios that make each appropriate.