For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work, whether or not you’re working with an investment advisor. Learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking in this module of the Foundations 101 virtual seminar. By the end of this module participants will be able to:
- Repeat four ways to get the work done and begin identification of the method that works best for their foundation
- Discuss how investment policy statements serve as the roadmap to sensible investment decision-making
Kim A. Krause, CFA
First Vice President and Investment Advisor
Kim Krause is an Investment Advisor at SunTrust Bank within the Foundations and Endowments Specialty Practice, which delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to nonprofit organizations. The firm administers assets for foundations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities and other nonprofits. Kim offers clients more than 20 years of investment management experience.
Participants are encouraged to purchase the Foundation Guidebook to complement their learning experience.
- May 2: Getting Started
- May 16: Governance Basics
- May 30: Legal Basics
- June 13: Investment Management Oversight
- June 27: Grantmaking Basics
Exponent Philanthropy members:
Entire Seminar Series $225
Individual Module $50
Entire Seminar Series $325
Individual Module $75
Registration and Other Policies
Prior to the program, you will receive your unique access information and will also receive access to the recording following the program. By registering for this program, participants are agreeing to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions.