Investment Oversight: Getting the Work Done

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It takes work and time to establish and oversee an effective investment process for your foundation. Be sure to understand your fiduciary duty, familiarize yourself with the key responsibilities described in this resource and seek out those who can assist you.

Keep in mind: As fiduciaries, trustees are stewards of someone else’s money—in this case the foundation’s— and must watch over that money and ensure they know how much it is, where it is, and how it is being cared for—even if they hire people to manage it for them.

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