Lessons learned by Boards of Non-profits and Charities
By Heather Holden PhD, Wealth Advisor The Afro News Vancouver
If you’re a member of a non-profit or charity board with an investment portfolio, you’ve likely had at least one meeting recently full of consternation regarding the state of your organization’s assets. And if you’re like the non-profits and charities I work with, the themes of those conversations were similar. Here is a brief summary of lessons learned.
