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Endowments & Foundations
2020 EF Survey Webinar

Exploring CAPTRUST’s 2020 Endowment & Foundation Survey Results (Webinar Recording)

In this webinar recording, James Stenstrom, director of CAPTRUST’s endowment and foundation practice, and financial advisors Christina Lecholop and Scott Lowke review notable survey findings.

While 2020 was an unusual year for many endowments and foundations, there are critical lessons to be learned about continuing to operate and fundraise during a time of market volatility and personal crisis.

CAPTRUST is pleased to share the findings from its third annual Endowment & Foundation Survey, highlighting the unique characteristics of nonprofits with long-term investment assets between $5 million and $250 million. The 2020 survey includes responses from more than 170 organizations and provides an exclusive snapshot of how these nonprofits continue to serve their missions even during the COVID-19 crisis.

In this webinar recording, James Stenstrom, director of CAPTRUST’s endowment and foundation practice, and financial advisors Christina Lecholop and Scott Lowke review notable survey findings, including:

  • The common reason that caused 97 percent of respondents to not employ ESG, impact, or mission-aligned investing in their portfolios
  • The governance best practice that operating nonprofits commonly overlook
  • The single action that led organizations using tactical asset allocation to achieve higher investment returns

For a full review of the survey results, feel free to download our findings here.