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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options. We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure.

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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. client: COUNTY-FOCUSED COMMUNITY FOUNDATION. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND. BACKGROUND.