The Compass Newsletter
For Endowments & Foundations
Winter 2021: News & Insights
In this quarterly newsletter, and on an ongoing basis, we gather and share relevant industry information and articles of particular interest for Endowments & Foundations.
Manage Nonprofit Enterprises
Reflections from OCIO Advisors
As we welcome in 2021, we reflect on the trends of the past year and offer perspective to nonprofit organizations preparing for a new one.
10 min read
Manage Nonprofit Enterprises
A Q&A with PNC’s Director of Responsible Investing
Director of Responsible Investing Strategy Nick Ashburn discusses the evolving landscape of RI and answers key questions for investors on this topic.
5 min read
Manage Nonprofit Enterprises
Governance and Oversight: Essential Components of an Investment Program
Reviewing the role of governance and oversight in helping institutional investment programs reach successful outcomes over the long term.
6 min read
Manage Nonprofit Enterprises
Five Best Practices for Nonprofit Boards
Discover five best practices nonprofits can implement to face challenges such as unpredictable markets, regulatory requirements, and the needs from their communities.
8 min read
Manage Nonprofit Enterprises
Four Best Practices for Nonprofit Spending Policies
Success for a nonprofit investment program can be defined by its ability to support a spending policy. Learn best practices for developing these policies.
9 min read
In Every Issue:
Conferences & Events
Check which industry conferences and events we sponsor throughout the year.
Global Market Snapshot
This snapshot provides a quick tour around the world, highlighting key economic and market-moving news occuring over the past month or so.
Additional Information
About the Endowment & Foundation
National Practice Group
The Endowment & Foundation National Practice Group builds on our long-standing commitment to philanthropy and is focused on endowments, private and public foundations, and nonprofit organizations. We seek to help these organizations address their distinct investment, distribution and capital preservation challenges.
Investment Solutions
for Nonprofit Organizations
We invest in specialized resources, human capital, and our communities to serve endowment and foundation clients whose visions span the spectrum of the nonprofit sector.
Let's Talk
Henri Cancio-Fitzgerald
Director of Nonprofit Solutions
704-551-2843
henri.fitzgerald@pnc.com
Or, fill out this simple contact form and we will get in touch with you.
Important Legal Disclosures & Information
The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy.
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment, trustee, custody, consulting, and related services provided by PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
“PNC Institutional Asset Management” is a registered mark of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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