How can values-based investing leverage a foundation's mission?
The Law Offices of will present a workshop
for professional advisors, foundations' executive leadership
and program officers that will empower participants to make
the case for values-based investing. In addition, program
officers will learn what principles a nonprofit organization
can adopt to gain transparency, increase quality, and institute
safety in managing the investment of funds it holds. Participants
will leave the session with checklists to assess the investment
policy of both foundations and grant applicants. This workshop
will be held on November 13 from 3 to 5 p.m. in the Donors
Forum Conference Room.