An Overview Of Endowment Management Costs
This survey-based report examines five main areas of endowment management expense (investment management, investment supervision, custody, legal, and accounting/audit) and explores funding sources for each.
Governance and Management
Unitization: An Introduction
A primer on unitized accounting including information on creating and withdrawing units, appreciation/depreciation, and income allocation and distribution.
Planned Giving
Planned giving programs may face a number of challenges. There may be a tension between fund raisers and those charged with investment oversight, and inadequate gift acceptance criteria, poor investment planning, and high administrative costs can further complicate the situation. This report details Cambridge Associates` recommendations to nonprofits for combating the challenges mentioned above and…