eCourse art

eCourse

Investing Charitable Assets and Outcome Based Philanthropy

Contains material from Feb 2019

Investing Charitable Assets and Outcome Based Philanthropy
3 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?

Technical Questions?
512.475.6700
service@utcle.org



Session 1: Investing Charitable Assets: Fiduciary Issues in Managing the Investment Portfolio - What are the best practices that foundation trustees and board members need to implement to fulfill their fiduciary duties? Does using an OCIO to manage funds alleviate your fiduciary responsibility?

Session 2: Outcome Based Philanthropy: Thinking About and Measuring Impact in an Increasingly Complex World Hear strategies for incentivizing grantees and other partners against a shared set of programmatic objectives through outcome-based funding and agreement terms, and the related tax implications, while promoting good stewardship of charitable assets.

Includes: Audio Paper Slides


Preview mode. You must be signed in, have purchased this eCourse, and the eCourse must be active to have full access.
Preview Sessions

Show session details

1. Investing Charitable Assets: Fiduciary Issues in Managing the Investment Portfolio (Feb 2019)

Tyree Collier, Norman E. Nabhan

0.75 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
45 mins
(pdf)
9 pgs
(pdf)
7 pgs
Session 1 —45 mins
Investing Charitable Assets: Fiduciary Issues in Managing the Investment Portfolio (Feb 2019)

What are the best practices that foundation trustees and board members need to implement to fulfill their fiduciary duties? Does using an OCIO to manage funds alleviate your fiduciary responsibility?

Originally presented: Jan 2019 Nonprofit Organizations Institute

Tyree Collier, Thompson & Knight LLP - Dallas, TX
Norman E. Nabhan, Graystone Consulting - Houston, TX

Show session details

2. Outcome Based Philanthropy: Thinking About and Measuring Impact in an Increasingly Complex World (Feb 2019)

Karen M. Halazon

0.75 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
46 mins
(pdf)
11 pgs
(pdf)
48 pgs
(pdf)
17 pgs
Session 2 —46 mins
Outcome Based Philanthropy: Thinking About and Measuring Impact in an Increasingly Complex World (Feb 2019)

Hear strategies for incentivizing grantees and other partners against a shared set of programmatic objectives through outcome-based funding and agreement terms, and the related tax implications, while promoting good stewardship of charitable assets.  

Originally presented: Jan 2019 Nonprofit Organizations Institute

Karen M. Halazon, Bill & Melinda Gates Foundation - Seattle, WA