Creating Sustainability for an Endowment or Foundation

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Download Your Free Copy of an Investment Committee’s Guide to Creating Sustainability for Their Endowment or Foundation

Flat lay of Sustainable Endowments and Foundations Guide

This guide provides you with information about the importance of creating sustainability for your endowment or foundation as it relates to maintaining the principal and spending power of the fund. In this guide, you will learn about:

  • Hidden Risks
  • Evolving Board Expectations
  • Enterprise Risk Management
  • 4 Steps to Address Risk


CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investment advisory and investment management services offered through CBIZ Investment Advisory Services, LLC, Registered Investment Adviser.  Investments, investment advisory and investment management services may also be offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.
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