Finance and Endowments
Why an Endowment? Ensuring Parish Ministry for Future Generations
Reviewing your Portfolio and Investment Policy for 2021
Asset Stewardship and Addressing Racial Diversity
The Election Happened: What do we do about giving now?
Budgeting in the Midst of Uncertainty: A Conversation for Parish Leaders
Economic & Market Implications of Presidential Election Years
An Obligation to the Future: Legacy Programs and Planned Giving
Stay Calm, Stay Connected, and Seek Opportunity
Our Money Stories: How our perceptions of money influence our giving patterns
Staying Focused in Volatile Times: Managing Investment Risk
How Behavioral Predispositions Can Influence Investment Committees
Place-Based Investing: How your endowment can help address societal disparities
Crafting a Resilient Portfolio: Preparing for Post-COVID Markets
Fossil-Fuel-Free Investing: Triple Bottom Line
Learnings from the Markets in 2020: A Guide for Church Fiduciaries
How to Achieve Impact with Cash and Fixed Income Investing
CEEP Network Planned Giving Resource
Investment Risk Webinar Presentation
Training the Investor Brain PowerPoint
Training the Investor Brain Videos
Place-Based Impact Investing for Episcopalian Entities Presentation
Crafting a Resilient Portfolio: Preparing for Post-COVID Markets
June CEEP 2020 CIG Fossil- Fuel Free Presentation
Accolades-and-Awards-Received-in-2019
SRI-Fossil-Free-Equity-Strategy-Profile (1919)
Learnings from the Markets in 2020: A Guide for Church Fiduciaries
How to Achieve Impact with Cash and Fixed Income Investing (CCM)
How to Achieve Impact with Cash and Fixed Income Investing (ECF)
Sustainability Investing Data Presentation
