Planned Giving Marketing
The Goldilocks Rule
Nonprofit board members who serve on their investment advisory committees have a dual fiduciary role to perform: 1) They must protect the intent of the donor and the long-term viability of their organization; and 2) They have to manage endowment assets to provide a reasonable amount of income to support the causes that the funds are earmarked for.
Viken Mikaelian
June 1, 2018
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