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Discover how private foundations navigate the investment challenge in this informative session. Hear thought leaders explain the essential strategies for crafting an impactful and efficient investment policy. Key topics include setting objectives, managing spending needs, optimizing asset allocation, rebalancing strategies, selecting managers, and structuring performance reporting. After the presentation, join the discussion to explore how these approaches are implemented by different foundations.
As more foundation leaders and boards choose to undertake diversity, equity and inclusion efforts, some are faced with concern from community members. How might your foundation bring others along on the path you have identified? Learn how to set the stage for the work and how to craft the best message.
As best practices evolve rapidly, achieving operational excellence in today's digital world can be challenging. However, strong operations, effective governance, and strategic execution are essential for building stakeholder trust and maximizing resources for community investment. This session will cover critical aspects of business operations and common risks, including strategy, financial reporting, cybersecurity, internal controls, and governance.
What is AI’s role in the philanthropy?
Location: Indiana Roof Ballroom, 140 W Washington Street
Dinner tickets can be added to your conference registration during checkout ($100 for members; $150 for non-members), or purchased separately here.
Cocktail Reception: 5:30 pm | Dinner Program: 6:30 - 8:30 pm
Prepare for the worst, hope for the best. How can foundations protect the communities they serve?