Creating Sustainability for an Endowment or Foundation

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


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.

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