Formerly known as Planned Giving Round Table of Arizona
“Investment Themes and
Issues for Endowment Funds”
Harry Papp, CFA
Managing Partner & Portfolio Manager
L. Roy Papp & Associates, LLP
It is hard enough for non-profits to raise endowment funds. Managing those funds appropriately and meeting donors’ expectations can also be difficult.
This presentation will talk about key decisions and judgments that not-for-profits need to make regarding the investment of endowment funds and timely current issues that some not-for-profits are dealing with relative to the investment of these assets.
We will discuss various structures for staff and volunteer guidance on these investments.
We will also discuss investment policy statements, asset allocation decisions as well as a variety of asset types that various not-for-profits utilize to invest endowment funds.
This program is pre-approved for 1pt CFRE CE credit.
Please note: Members who can not attend, now have the ability to send a substitute in their place at the member registration level.
Last minute cancellations: If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door". Attending At the Door? Here's more information.......
Arizona Charitbale Gift Planners