Investment Advisor Nonprofit Risk Tolerance 
Brown Advisory
SEPTEMBER 6, 2022
Given an institution’s long-term return objectives and risk tolerance, the Investment Committee (IC) should partner with its investment advisor to define an asset allocation approach that creates the greatest likelihood of achieving its financial goals. RISK AND RETURN. A MULTISTEP CLIENT-CENTRIC PROCESS.
Brown Advisory
JUNE 13, 2022
Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.
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Brown Advisory
JUNE 13, 2022
Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor. Our Perspective on Optimal Governance Structure.
Brown Advisory
SEPTEMBER 29, 2020
Endowment and Foundation Challenges: Managing Charitable Gift Annuities ajackson Tue, 09/29/2020 - 14:00 The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. Any notable investment underperformance during such a period could further worsen the shortfall.
Brown Advisory
SEPTEMBER 29, 2020
The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. A charitable gift annuity (CGA) is a contract between donor and institution—the nonprofit receives a gift from the donor, and in return the donor receives an income stream from the nonprofit.
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