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Investing for Foundations 201

Wednesday, November 20, 2019 -
9:00am to 12:00pm CST
Houston, TX
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Philanthropy Southwest is pleased to present this upcoming program for funders only:

Investing for Foundations: 201

Even with a professional investment advisor, foundations have a fiduciary duty to understand their portfolio and set the parameters of the investment approach. This program is for those seeking a deeper understanding of how to construct and evaluate a portfolio. It will cover how foundations should set goals for their portfolio, analysis of the 5% spending rule (and strategic use of tax carryforwards), how to calculate liquidity needs, understand performance calculations and reporting, and due diligence questions to ask. The program will include a review of data from surveys of nonprofits showing a range of portfolios and discuss the scenarios that make each appropriate.

Learning Objectives

  • Gain an understanding of alternative investments like hedge funds and private equity and tax complications for nonprofits
  • Learn how to determine an appropriate spending policy and complementary asset allocation
  • Learn best practices for monitoring portfolio exposures, risks, liquidity, and fees


Catherine Lee Clarke, CFA
Hirtle, Callaghan & Co.

Members $99
Nonmembers $149
If registering for both Investing for Foundations 101 & Investing for Foundations 102, please see the reduced cost below:
Members $149
Nonmembers $199
One fee of $25 will be added for those seeking continuing education for one or both programs. 
Registration includes continental breakfast and lunch.

Continuing Education:
This program has been accepted by CFP board and will offer 3.0 credit hours of continuing education for certified financial planners.
Level of Complexity: Intermediate

This program will offer 3.0 credit hours of Continuing Professional Education (CPE) for certified public accountants. 
Field of Study: Specialized Knowledge
Instructional Delivery Method: Group - Live
Prerequisites: None
Program Level: Intermediate
Advance Preparation: None
Those seeking CPE will receive advance communication from Philanthropy Southwest and additional information prior to the program.

Philanthropy Southwest is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors, National Registry of CPE Sponsor #108328. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 

For questions, please contact Amy Askari.

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