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Please plan to join the Mason Investment Advisory Services virtual booth! Did you know that Mason works with over 80 institutional clients nationwide and 18 of these organizations are in Indiana? Spend a few minutes with us to learn why others in Indiana have chosen Mason since 2006. Also… you could earn a Starbucks card and a chance for a $1,500 unrestricted gift to your organization.
Times of Crisis…The Importance of a solid, strong investment policy and crisis game plan during these times. With over 50 years of experience, join Goelzer to learn more about navigating your for your foundations short and long-term financial goals. $10 Amazon gift card for all participants and raffle drawing for an iPad and AirPods!
Times of Crisis…The Importance of a solid, strong investment policy and crisis game plan during these times. With over 50 years of experience, join Goelzer to learn more about navigating your for your foundations short and long-term financial goals. $10 Amazon gift card for all participants and raffle drawing for an iPad and AirPods!
This is a peer exchange to learn how you’re looking at your scholarship policies and practices.
When communities are faced with a health and economic crisis, the effects can be profound and long lasting. During these times, community foundations are relied upon even more than ever. It is imperative that the financial resources from the foundations are being managed properly. What matters most is what the community foundation investment committees do from here and how they execute their plan to ensure the long term sustainability of the foundation. This session will cover critical elements of an investment policy and execution process that need to be present before a crisis and t