For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work — whether you’re working with an investment advisor or not. In this module of Foundations 101 Series, learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking.
By the end of this session, you will be able to:
- Repeat four ways to get the work done and begin to identify a method that would work best for your foundation
- Discuss how investment policy statements serve as the roadmap to sensible investment decision-making
No advanced preparation is needed for this module and there are no programmatic prerequisites for attendance.
Speaker
John Church, CFA
Director of Endowment & Foundation Relationship Management, Glenmede
John Church, CFA, is Glenmede’s Director of Endowment and Foundation Relationship Management. In this role, he oversees the Endowment and Foundation relationship team and provides investment advice and portfolio management for endowment, foundation, and not-for-profit clients, particularly those with impact-aligned mandates. He is responsible for portfolio construction and implementing new technologies and best practices to help E&F clients achieve their mission.
Continuing Professional Education Credits
Exponent Philanthropy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The delivery method for this module is Group Internet Based. Participants who attend the module in its entirety are eligible to receive 1.5 CPE credits or hours of instruction in the area of Finance. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50-minute hour.
Exponent Philanthropy staff will monitor attendee participation as per NASBA guidelines.
Full Foundations 101 Virtual Seminar Schedule
- February 25th, 2025: Intro to Philanthropy
- February 27th, 2025: Governance Basics
- March 4th, 2025: Legal Basics
- March 6th, 2025: Investment Management Oversight
- March 11th, 2025: Grantmaking Basics
Registration Fees
| Entire Series | Individual Module | |
|---|---|---|
| Exponent Philanthropy Members | $450 | $130 |
| NonMembers | $700 | $225 |
Registration and Other Policies
Before the program, you will receive your unique access information and will also receive access to the recording following the program. By registering for this program, participants are agreeing to Exponent Philanthropy’s Participant Guidelines. Please get in touch with us by email or at 202-580-6560 if you have any questions.
Interested in being a speaker at one of our webinars? Read our Program Guidelines.