Community Foundation Investment Oversight: Getting Up to Speed

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Community Foundation board members and staff do not necessarily come to philanthropic work from the financial sector. Most community foundations staff and board members are much more at home with words like giving strategy and grant guidelines than fixed income or debt investments.

Regular meetings with advisors should be sufficient to keep you in the know about your foundation’s portfolio, right?  Well, yes and no. Get up to speed on investment oversight topics to make sure you know to evaluate your foundation’s returns.

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