Co-Sponsored By:

Join us along with Epiphany Law on Thursday, January 30th at Bubolz Nature Preserve to learn how Appleton Group Charitable is helping improve endowment outcomes by reducing investment risk and lowering fees for Wisconsin non-profits like you. You’ll learn about…

  • New trends in non-profit endowment management (including ways endowment strategies are changing in an effort to improve net returns, reduce excess risks, and reduce fees)

  • Your Board and Executive Staff’s obligations under the Wisconsin Uniform Prudent Management of Institutional Funds Act (WUPMIFA)

  • How Appleton Group Charitable works to help Wisconsin non-profits produce more sustainable endowment income streams over time

Who should attend? Executive Directors • Board Presidents • Finance Committee Members • Donors • Estate Planning Attorneys • CPAs and other Tax Professionals

Click Here to Register