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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

We did a close review of the college’s strategic plan and its capital campaign plan, to better understand goals and associated costs, and to assess the likelihood of the college achieving its fundraising targets.

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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . We did a close review of the college’s strategic plan and its capital campaign plan, to better understand goals and associated costs, and to assess the likelihood of the college achieving its fundraising targets. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.

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Shadow Consumption

Brown Advisory

Richard Gamper, Strategic Planning Analyst, Brown Advisory. . By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Such protection can be a cornerstone for sound estate planning. Dream or Opportunity?

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