What will you do with my money? (Investing)
What's the best way to give my money? (Planned Giving)
How will you keep me informed? (Reporting)
Define the income distribution requirements of foundations and endowments and why they receive special tax treatment.
Understand financial markets and the profound importance of inflation and interest rates.
Construct a Growth and Income portfolio using cash, bonds, and stocks according to Modern Portfolio Theory.
Fulfill fiduciary duties by following the 7 Standards of Care and create an Investment Policy Statement.
Describe donor tax motivations and manage financial strategies utilizing your nonprofit tax-exempt status.
Implement a Planned Giving campaign focusing on assets in transition; assets transferring at death and liquidity generating business transactions.
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Trustees of nonprofit boards
Nonprofit professionals involved with foundations and endowments
Leaders of colleges, cultural organizations, and nonprofit hospitals
Donors creating a private foundation or public endowment
Grant-receiving nonprofits investigating the diversification of their revenue stream
Students of nonprofit studies and public policy