Creating Sustainability for an Endowment or Foundation

Creating Sustainability for an Endowment or Foundation

Download Now 
Home /  Insurance & HR / Services / Retirement & Investment Solutions / Creating Sustainability for an Endowment or Foundation

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

 

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.

Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

CBIZ Financial Solutions, Inc. is a Broker/Dealer, member FINRA, SIPC and registered investment adviser.

View our ADV

Form CRS: Please view our client relationship summary

For important disclosures please click here.

Privacy Policy | Cookie Settings Terms & Conditions | Legal Disclaimer | Help

"CBIZ" is the brand name under which CBIZ CPAs P.C. and CBIZ, Inc. and its subsidiaries, including CBIZ Advisors, LLC, provide professional services. CBIZ CPAs P.C. and CBIZ, Inc. (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CBIZ CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients. In certain states, CBIZ CPAs P.C. may still operate under the name Mayer Hoffman McCann P.C.. CBIZ, Inc. and its subsidiary entities provide tax, advisory, and consulting services to their clients. CBIZ, Inc. and its subsidiary entities are not licensed CPA firms and, therefore, cannot provide attest services.

Copyright 2024 by CBIZ, Inc.