Endowments & Foundations

Tackling Volatility Head On

Tackling Volatility Head On

by Clare Golla, Travis Allen
Investors, for the most part, have recovered from the bout of volatility that rocked equity markets at the end of last year, but the experience served as a wake-up call for investment committees. Not wanting to be left flat-footed, fiduciaries are questioning their policies and wondering what other strategies are available to handle times of extreme market stress. Fortunately, they have several tools at their disposal. Here are a few.

Endowments & Foundations, Volatility


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Is Your Investment Committee in Shape?
There’s More to Risk Than Volatility

There’s More to Risk Than Volatility

by Clare Golla, Travis Allen
Market volatility has justifiably jumped to the top of the wall of worry in recent weeks as trade concerns and interest rate uncertainty transfix the markets. For investment committees and other fiduciaries overseeing funds intended to support an organization’s mission, this resurgence of market turbulence may feel particularly jarring. But now is not the time to be reactionary.

Endowments & Foundations, Wealth Planning


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A Day of Giving

A Day of Giving

by Anne Bucciarelli, Clare Golla
Giving Tuesday, November 27, comes at a time of year when individuals and organizations reassess their giving goals and make year-end donations. There are many ways to structure gifts to maximize the benefit to both the receiving charity and the donor. But this year, unlike years’ past, may differ because of the tax bill changes, which warrant a fresh look and perspective.

Endowments & Foundations, Philanthropy, Wealth Planning


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Reserving for the “What Ifs”
An Opportunity to Do Good
Who’s Giving, and Where? Giving USA Survey Review
Fiduciary Decisions Today for an Uncertain Tomorrow
Look Before You Leap onto a Nonprofit Board

Look Before You Leap onto a Nonprofit Board

If you’re wealthy and charitably inclined, you’re likely to be asked to join a nonprofit organization’s board at some point. Serving on a board may be a wonderful experience and give you an opportunity to do much good, but it’s a big commitment—and it may pose legal and ethical issues. We suggest you ask yourself and the organization several key questions.

Endowments & Foundations, Philanthropy, Wealth Planning, Women & Wealth


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Who’s Afraid of UBTI?
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