Investment Committee’s Guide to Creating Sustainability for Their Endowment or Foundation

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This guide provides you with information about the importance of creating sustainability for your endowment or foundation as it relates to maintaining the principal and spending power of the fund. In this guide, you will learn about:

  • Hidden Risks
  • Evolving Board Expectations
  • Enterprise Risk Management
  • 4 Steps to Address Risk

Get a free copy of the Investment Committee’s Guide to Creating Sustainability for Their Endowment or Foundation to discover the tools to safeguard one of your institution’s greatest assets. Download today!

 

Investment management services to individuals, corporations, trusts, endowments and foundations offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. For information about additional service offerings, please see the Form ADV 2A for CBIZ Investment Advisory Services, LLC at adviserinfo.sec.gov.