Any referrals for fiduciary or OCIO investment advisors, specializing in community foundations with less than $2mm in investable assets and in need of investment policy development and endowment fund setup? Preliminary research finds a limited pool, ranging from shaky to possibly credible.
Thank you to everyone who joined us yesterday for our Finance Coffee Talk: New Normal for Accounting Processes and Roles. There were many great discussions, including how to transition to ACH payments and make that process as seamless as possible. We are creating this discussion space to continue these conversations.…
