Foundation Transitions Virtual Seminar Module 2: Financial Decisions Today that Impact Tomorrow

Thoughtful planning can help you build and preserve financial assets and leave a legacy for your community and the causes you care about. Explore how your philanthropic values, financial and spending goals, and planning strategies can lead the way to a meaningful legacy for the foundation. How do you frame the key questions around a board’s values and goals? We’ll explore some key values-based questions that impact your financial decisions.   

By the end of this module participants will be able to:  

  • Understand how short-term and long-term goals impact your financial decision-making. 
  • Discuss tactics your foundation can use to ensure your financial goals are aligned with your values.  

Note: No advanced preparation is needed for this module. The program knowledge level for this module is basic, and there are no programmatic prerequisites for attendance.

**Continuing Education Credits
Exponent Philanthropy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

The delivery method for this module is Group Internet Based. Participants who attend the module in its entirety are eligible to receive 1 CPE credit or hour of instruction in the area of Finance. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50-minute hour. 

Exponent Philanthropy staff will monitor participation as per NASBA guidelines.  


Peter J. Klein, CFA®, CRPS®, CAP®
Chief investment officer and founder, ALINE Wealth

Peter is the chief investment officer and founder of ALINE Wealth. He draws upon more than three decades’ worth of experience to provide guidance rooted in the science of investing to ALINE’s clients. Peter helps clients navigate family trusts, institutions, and nonprofits, aiding in the establishment of their legacies.  

Registration Fees

Entire Series Individual Module
Exponent Philanthropy Members $300 $150
NonMembers $450 $200

Who Should Attend

This program is open to foundation donors, trustees, and staff; individual donors; donor advised fund holders; advisors; and members of giving circles.

Registration and Other Policies

Please register by clicking this link. Prior to each module, you will receive program access information. By registering for this program, participants are agreeing to Exponent Philanthropy’sParticipant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions..

Access past webinars in our webinar archive

Platform and Accessibility

This program uses Zoom; automated closed captioning available. We can provide additional accommodations upon request (e.g. live captioner, ASL interpreter). Please contact or call 202-580-6560 by May 31, 2022, if you need any accommodations.