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Investment managers and financial institutions offering asset management
Program Resources: Using Data to Assess Your Grantmaking Practice on 11/09/2022
Most foundations in the U.S. are set up to exist in perpetuity - never paying out more than 5% of their assets yearly.
Join in to hear experiences of community foundation staff who have built the skills to coach donors, artfully question their assumptions, and show them new paths to effective family philanthropy. You’ll walk away with tips and tools for a more insightful and influential donor advising practice.
