Investment Oversight: Getting Up to Speed

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People do not necessarily come to philanthropic work from the financial sector. Most Exponent Philanthropy members are much more at home with words like giving strategy and grant guidelines than fixed income or debt investments. Many also spend considerable time finding and building relationships with trusted advisors to do the work of managing the foundation’s money, thereby freeing their time for other tasks.

Regular meetings with advisors should be sufficient to keep you in the know about your foundation’s portfolio, right?

Well, yes and no.

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