RECORDING
Foundations 101 Virtual Seminar: Investment Management Oversight

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

Speaker

Kim A. Krause, CFA
First Vice President and Investment Advisor
SunTrust Bank

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.

The Foundations 101 Virtual Seminar Consists of 5 Modules:

  • Getting Started
  • Governance Basics
  • Legal Basics
  • Investment Management Oversight
  • Grantmaking Basics

Exponent Philanthropy members:  $50
Non-members:  $75