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Endowments & Foundations
2020 EF Survey Webinar

Upcoming Webinar! Exploring CAPTRUST’s 2020 Endowment & Foundation Survey Results

Join James Stenstrom, director of CAPTRUST’s endowment and foundation practice, and financial advisors Christina Lecholop and Scott Lowke for a review of 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.

Join James Stenstrom, director of CAPTRUST’s endowment and foundation practice, and financial advisors Christina Lecholop and Scott Lowke for a review of 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

March 9, 2021 | 4:00PM EST

Click here to register.