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Exploring FAQs on Fund Agreements
Resource for members only
Dive into common issues community foundation staff face when managing component funds.
Recording
Resource
Legal Aspects of Fund Management
Resource for members only
Watch this video to be better informed on legal aspects of fund management.
Resource
Investing in Volatile Markets and Uncertain Times
Resource for members only
Mason Investment Advisory Services discusses market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.
Resource
Fund Agreements-Best Practices
Resource for members only
This webinar will cover the key elements of a fund agreement, share ideas for creating fund agreements that work over time, and provide guidance on how to change a fund.