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
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Module 1: Intro to Philanthropy and Foundation Administration – Tuesday, July 28
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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.