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Dec 1, 2011 12:00 PM
A Survival Guide for Private Foundations and Endowments
Your investment policy statement is a roadmap through this rocky economic landscape. It may be time to go in a new direction
It looks like 2012 may be another difficult year for not-for-profits' investment portfolios. Volatility threatens to stay up; yields, down. Many private foundations (PFs) and endowments face a potential struggle to make their distribution requirements and keep their portfolios' values intact.
In our firm's conversations with trustees, chief investment officers, treasurers, investment committees and board members, many are asking: “What can our organizations do to better position our portfolios?”
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
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