Endowments & Foundations
We work with fiduciaries to build a durable allocation plan for long-term assets while taking into account challenging markets, distribution policies, and fundraising goals. Yet, as anyone who has served in an executive or board capacity knows, the overall financial health of endowments and foundations extends well beyond investment returns. That’s why we also help fiduciaries think through the latest trends in investing, spending, policy, and revenue sources through blogs and our Inspired Investing podcast series.
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