There are simple actions you can take to protect yourself and your organization.
Knowing your role as a fiduciary is essential to maintaining your organization's financial and ethical accountability. Failure to fulfill this duty could expose you to unnecessary risk. Watch this webinar replay for ways to protect yourself.
- A refresher on your fiduciary duties
- Simple steps to minimize risk
- Spending and asset class best practices
- Important reminders for year-end
- Tax changes impacting your charity
Watch: Understand Your Fiduciary Role
About the Speaker
Laura Solomon, Esq. is founder of Laura Solomon & Associates, a law firm devoted to representing nonprofit, charitable and other tax exempt organizations. The firm serves as outside, general counsel to hundreds of organizations. Clients include charities and foundation, museums, schools, religious groups, housing, social services, environmental and animal welfare organizations.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.
The Latest Research
We're very familiar with the current trends and topics in the OCIO industry. See what 25+ years of experience gets you.
Conference Recap: ANA Nonprofit Chicago Observations and learnings from hundreds of nonprofit fundraising and marketing professionals
Coming Recession? 5 Qs to Ask Your OCIO. Hint: Can they withstand a market downturn? How your OCIO reacts to market volatility makes all the difference
Monthly Market Commentary: Geopolitical Fireworks Spark Late-Summer Volatility Equity markets sold off around the globe in early August as the U.S.-China trade war appeared to enter a new phase characterized by much broader tariffs