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Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations

Brown Advisory

Given an institution’s long-term return objectives and risk tolerance, the Investment Committee (IC) should partner with its investment advisor to define an asset allocation approach that creates the greatest likelihood of achieving its financial goals. A MULTISTEP CLIENT-CENTRIC PROCESS. RISK AND RETURN.

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Endowment and Foundation Challenges: Managing Charitable Gift Annuities

Brown Advisory

Endowment and Foundation Challenges: Managing Charitable Gift Annuities ajackson Tue, 09/29/2020 - 14:00 The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. CGAs are a fairly common option in the U.S.—according

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Endowment and Foundation Challenges: Managing Charitable Gift Annuities

Brown Advisory

The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. A charitable gift annuity (CGA) is a contract between donor and institution—the nonprofit receives a gift from the donor, and in return the donor receives an income stream from the nonprofit.

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Community Foundations: Challenges And Solutions

Brown Advisory

Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate. SOLUTION Brown Advisory helps clients approach decisions from a risk management perspective.

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Community Foundations: Challenges And Solutions

Brown Advisory

Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate. Brown Advisory helps clients approach decisions from a risk management perspective.

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Our Perspective on Optimal Governance Structure

Brown Advisory

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

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Our Perspective on Optimal Governance Structure

Brown Advisory

Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor. Our Perspective on Optimal Governance Structure. Mon, 06/13/2022 - 14:12.