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. 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
Speaker
Peter J. Klein, CFA ®, CRPS®, CAP®, CSRIC®
Chief Investment Officer | Founder, ALINE Wealth
Peter is the CIO and founder of ALINE Wealth and president of The Claire Friedlander Family Foundation. He is a Chartered Financial Analyst (CFA®) and author of Getting Started in Security Analysis and A Passion for Giving. Peter focuses on comprehensive wealth management and philanthropic planning.
Full Foundations 101 Virtual Series Schedule
-
Module 1: Intro to Philanthropy and Foundation Administration – Tuesday, July 28
-
Module 4: Investment Management Oversight – Thursday, August 6
Registration Fees
| Entire Series | Individual Module | |
|---|---|---|
| Exponent Philanthropy Members | $465 | $135 |
| NonMembers | $725 | $230 |
Registration and Other Policies
Before the webinar, you will receive your unique webinar access information. By registering for this program, participants agree to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions.
Members can access past webinars in our webinar archive.-6560 if you have any questions.
Continuing Education Credits through NASBA
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.
No advanced preparation is needed for this module, and there are no programmatic prerequisites for attendance.
In order to comply with NASBA requirements to ensure attendee participation, throughout the program, we will periodically conduct polls in the Zoom platform. These polls and other reporting mechanisms will assist us in providing information on attendance for persons requesting CPE credits.
Agenda
Welcome – Introductions and Logistics
Section 1 – Definitions
Section 2 – 4 Key Investment Tasks
Section 3 – 4 Models to Get the Work Done
Section 4 – Ongoing Investments
Section 5 – Mission Investing
Section 6 – Functional Guidance
Q & A – Bring your questions and closing information