Integrating the Investment and Spending Policy (Webinar Recording)

In this webinar, presenters Brian Zygmunt, CPA and partner, of Crowe and Clare Golla, vice president, of Bernstein Global Wealth Management provide insight for foundations and not-for-profit endowments on evaluating and integrating the effectiveness of their existing investment policy statement (IPS), spending policy, and in some cases fundraising objectives across a range of markets, starting with today’s unique environment.