For foundations and endowments to be successful, they must be managed, sustained, and grown over the long term. However, long-term planning can be challenging, especially during periods of volatility and uncertainty. In this conversation, Richard Rooney and David Macdonald discuss how to successfully navigate today’s foundation and endowment landscape.
- Disbursement policies and ensuring stable payouts
- Asset allocation in the short, medium, and long term
- The use of special funds for specific purposes
- Structuring an investment committee
- Approaches to fundraising
For an alternate format, access the transcript via the “Download PDF” link at the top of this post. The transcript has been edited for clarity.
The Q&A period can be found within the transcript only.
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