- resource provided by the Forum Network Knowledgebase.
Search Tip: Search with " " to find exact matches.
Foundation and endowment portfolio management takes significant time and effort. Whether your organization uses external investment consultants or internal committees to handle the funds, portfolio decisions must be made with care. Investment/finance committee members are fiduciaries and thus are responsible for key policy and portfolio management decisions. This panel consists of three committee chairs and an investment consultant discussing effective committee best practices, and you will leave with plenty of knowledge that is relevant to other committees, too.
Are you ever overwhelmed by data? Do you lack the valuable data that would show your organization’s impact? Let the #DataNerds at Transform Consulting Group show you how they use data to demonstrate impact and optimize decision-making. You’ll see how data turns to dollars for TCG’s clients across the country and what it looks like for your organization to become data-informed. You’ll leave with more knowledge on using data as an asset to shape your next steps.
Join this panel to consider further potential impacts of issues presented in the keynote given by Jeremy Beer. The major philanthropic reform proposals being considered nationally—the curtailment of donor privacy, increased private foundation payout requirements, restrictions on donor-advised funds, and more—will be discussed. The all-star panel, moderated by IPA President & CEO Claudia Cummings, will provide more context and detail on the proposed reforms, which could threaten endowments and the survival of philanthropy as a whole.