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Philanthropy – The Road Ahead

Moving your non-profit organization forward in this complex time

In this audiocast, host Ann Limberg, Head of Philanthropic and Family Office Solutions, is joined by Ken Shepard, Head of Wealth and Portfolio Strategy, Bill Jarvis, head of Philanthropic Thought Leadership and Research and Dianne Bailey, head of our National Philanthropic Strategy team. The speakers share insights to help non-profits, endowments and foundations develop strategies to engage constituents, support employees and operate in a financially stable way in the long term. Listen to the audiocast for an investment and market overview, best practices for effective and responsible governance, and a breakdown of the importance of active board leadership and donor engagement. 

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