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Mason Investment Advisory Services discusses market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.
The Pension Protection Act of 2006 (PPA) created many changes, particularly in the administration of donor-advised and scholarship funds. It is essential that any community foundation involved in these activities have a thorough understanding of the Pension Protection Act and its implications for fund management.
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.