2025 brings its own set of opportunities and challenges for non-profits, but nothing a plan can’t account for. In just 20 minutes, hear from our team on the three non-negotiables your plan needs to include, why, and how it will help you grow your endowment or foundation.

Watch now to learn:

• Insights on market returns, inflation, and cash flow trends
• How these factors can influence your organization’s short- and long-term success
• Actionable strategies to help you navigate the year ahead with confidence

Speakers:

• Nicholas Cintineo, CFA®, CIPM, Senior Investment Consultant, Endowment & Foundation Service Lead
• Paul Stanzione, CFA®, CAIA, Portfolio Strategist

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CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.