Crafting an Investment Policy to Grow Your Stewardship Fund
Instructors: Bill Bowman, Alysia Mercer, Emily Parish
Are you on the right track to fund your stewardship programs…forever? If you have doubts or would like a check-in to make sure your policies and procedures are sound, this webinar is for you.
With an emphasis on the practical and real-life land trust examples, this webinar will cover the fundamentals of crafting an investment policy and financial position review, including:
- Determining your organizational risk tolerance for investments
- Crafting an asset allocation and diversification plan that works for your land trust
- Crafting an investment policy that reflects organizational mission and values
- Evaluating, hiring and setting expectations for outside investment advisors
Access to this recording will expire on June 30, 2018, and is subject to availability of the AdobeConnect service.