Managing Charitable Assets Prudently in the Real World

Goodwin Procter, Accounting Management Solutions, Inc., BDO USA, LLP, and Bernstein Global Wealth Management will host a breakfast briefing on managing charitable assets prudently in the real world. In today's low interest rate environment, many nonprofits are faced with diminishing returns from a traditional stock + bond portfolio. The panel will discuss the following matters: How to maximize returns and manage risk in a rising interest rate environment; what the board should consider: legal principles and guidelines for prudent investing; managing financial information: investment policies, procedures and controls for complete and accurate financial statements; and more.