More than ever, non-profit leaders need better tools to successfully manage their organization’s endowment assets. In the era of COVID 19, strategies that may have worked in the past may now unintentionally expose your endowment to unprecedented risks and liabilities.

Join Epiphany Law and Appleton Group Charitable for a candid discussion about what has changed in endowment management in the era of COVID 19, what you need to do to better manage your risks in the future, and how State laws are set up to help you succeed – if you follow their guidance.

 

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NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE.

Investing involves risk including loss of principal. Appleton Group LLC is an SEC-Registered Investment Advisor (RIA) established in 2002. A copy of our firm’s ADV Disclosure Document can be found at www.appletongrouponline.com. For illustrative purposes only, not intended to represent any specific investment strategy, nor a recommendation to use any specific investment strategy.