Brown Advisory

SEPTEMBER 6, 2022

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. RISK AND RETURN. A MULTISTEP CLIENT-CENTRIC PROCESS.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Brown Advisory

SEPTEMBER 29, 2020

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

Management 52

Management Nonprofit Assets Risk Tolerance 52

Brown Advisory

SEPTEMBER 29, 2020

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.

Management 52

Management Nonprofit Assets Risk Tolerance 52

Good Financial Cents

DECEMBER 12, 2022

Portfolio Analysis: M1 Finance’s portfolio analysis tools can help you understand your risk tolerance and invest accordingly. The Securities Investor Protection Corporation (SIPC) is a nonprofit membership corporation that protects the customers of its members in the event of the failure of a member brokerage firm.

Investing 82

Investing Investments Portfolio Analysis Insurance 82

WiserAdvisor

FEBRUARY 2, 2023

Mass layoffs impact not only for-profit corporations but also nonprofit organizations. A financial advisor can help you understand your risk tolerance and develop a strategy appropriate for your risk level. According to the Bureau of Labor Statistics, over 30 million workers have seen mass layoffs since 1996.

Financial Advisor 97

Financial Advisor Economics Planning Risk Tolerance 97

WiserAdvisor

FEBRUARY 2, 2023

Mass layoffs impact not only for-profit corporations but also nonprofit organizations. A financial advisor can help you understand your risk tolerance and develop a strategy appropriate for your risk level. According to the Bureau of Labor Statistics, over 30 million workers have seen mass layoffs since 1996.

Financial Advisor 52

Financial Advisor Economics Planning Risk Tolerance 52

Brown Advisory

AUGUST 5, 2020

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. This is especially true for community foundations.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52