October BreakFACTS
Managing Your Money: Endowments & More!
October 23, 20129:00 AM - 12:00 PM
Brocktonian Room, 16 Belmont Street, North Easton, MA 02357
Sponsored by: Rockland Trust
Managing Your Money: Endowments & More!
Presenters: Gary Friedmann & Susan Daileader of Rockland Trust and Jeff Hurwit of Hurwit & Associates
Need a fall refresher in nonprofit finance? This workshop will feature endowment tips from nonprofit legal experts! Other topics that will be address include:
- The various types of accounts
- Best practices for budgeting
- The basics of good investment management
- Investment Committees best practices
- Hiring a consultant or management firm
- How to set up a good investment policy
- Creating and building endowments
Contact
Sarah Varadian at (508) 565-1856 or svaradian@stonehill.edu