Finance: Shifting Gears: Outlook for Fiduciaries and Philanthropists

Amidst a pivoting interest rate and inflationary environment, slowing economic growth, political polarization and major demographic shifts, social sector leaders face a formidable task:  developing and implementing strategies to financially support your mission both today and in the future.  Where should finance and investment committees focus to successfully navigate complex terrain?  How might the economy and capital markets impact philanthropy, and what fundraising tools and giving vehicles may offer particular promise as a result?  Holistic and coordinated strategies for the balance sheet, revenue generation, and spending will be more critical than ever.

Finance Track NASBA Field of Study: Finance