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.