Learn with UMC: Effective Relationships with Wealth Managers
Our March offering in the Learn with UMC series, Effective Relationships with Wealth Managers, will take place from 9-11 am on March 13, at 16 Bayview in Camden. This event is sponsored by First National Wealth Management.
Invested funds are a critical tool in nonprofit finance. They allow the organization to adapt to situations of rapid change, address emerging needs, and plan for the long term. Portfolio managers Gary E. Stone and Christopher J. Shelton will discuss how to know if an endowment is right for your organization and answer important questions about how to start. Who is the best investment manager to oversee the administrative and fiduciary requirements to properly maintain the endowment? How do you find services to manage your endowment? What other things should you consider?
In this session, we will share insights and lessons on how a successful relationship with your investment manager can effectively advance your nonprofit mission. Shareen Palmacci, Treasurer of the Bangor Homeless Shelter, will share her client perspectives, and a Q&A session will close the meeting.
Please note that while this event is free, space is limited and registration is required at unitedmidcoastcharities.org/events. We require cancellation at least 48 hours in advance to fill your seat from the wait-list.