Investments

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Investment and Philanthropic Trends for Private and Community Foundations Webinar

Publication date: 
11/2018

William Jarvis, Managing Director of U.S. Trust, provided an in-depth discussion of investment trends for private and community foundations. The webinar also explored the forces shaping giving and volunteering among America's high net worth households, and how the traditional picture of high net worth philanthropy is changing.

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Tri-State CF Partnership Webinar | Community Foundation Investments

Publication date: 
06/2018

For many who are new to the community foundation finance area, the management and interaction with investment committee members can be challenging, especially as different views are shared. This webinar will help guide you on the management of that committee, cover the basics of investment management, and review key areas such as asset allocation, spending policies, fees on funds, quarterly reports, etc

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Tri-State CF Partnership Webinar: Children's Savings Accounts

Publication date: 
04/2018

In this webinar you will learn: why CSAs are important to the future of our communities; evidence about the impact of CSAs, and about innovative programming that seeks to address the limitations of traditional scholarship and financial aid programs through CSAs.

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Tri-State CF Partnership Webinar | You're Hired: Identifying and Managing the Right Investment Manager

Publication date: 
09/2017

If you’re looking to hire an investment manager, this webinar will walk you through the process, including: developing and releasing a request for proposal; searching firms; and, presenting the results to your board. If you already have an investment manager, we will also discuss ways to properly evaluate and decide if and when to find someone else for the job.

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Tri-State CF Partnership Webinar | Impact Investing and Community Foundations

Publication date: 
01/2017

Through a variety of thoughtful and creative impact investing approaches, community foundations are leading real change in the communities they serve. Although this work is taking place nationally, the Midwest has taken a lead in helping others visualize the work. The Tri-State group and Mission Investors Exchange team up for this national webinar showcasing Michigan leaders sharing their dynamic stories. Learn what is working, why, and take away practical tools to start efforts in your community.

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Fiduciary Training and Investment 101 Webinar

Publication date: 
08/2016

This webinar includes Fiduciary Training and Investment 101 information that is designed to provide education regarding your key responsibilities as a fiduciary, including: setting an appropriate and diversified asset allocation, developing a sound spending policy, and crafting a prudent investment policy statement. Properly understanding each responsibility, through fiduciary training, is paramount both to your role as a fiduciary and to the continued, long-term success of your organization.

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Tri-State CF Partnership Webinar | Starting a Gift Annuity Program

Publication date: 
11/2015

Charitable gift annuities (CGAs) are widely used planned giving vehicles. With interest rates so low, CGAs can be attractive to those donors who need a stream of income and have assets to donate. However, before starting a CGA program there are many things to consider. You will gain insight into the development, administration, and marketing of a CGA program.

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