SERVICES

Education & Training

Founded to serve the administrative, fiduciary and investment management needs of a charitable organization in perpetuity, Glenmede is one of the few independent investment management firms with a deep and broad understanding of the issues facing nonprofit organizations. We provide a range of educational opportunities, providing guidance and advice on fiduciary and compliance matters. Our position in the industry allows us to remain abreast of industry-wide best practices, including trustee, tax, and foundation management services, and help organizations through transition periods such as leadership succession or expansion of staff.

The Endowment & Foundation team comprises nationally recognized subject matter experts on a range of topics, including:

Fiduciary responsibilities (investments, due diligence, reporting and conflicts of interest)
Development of spending policies
Planned-giving and donor-development challenges and opportunities
Governance & Fiduciary best practices
Leadership transition
Legislative issues
Understanding investment terminology
Strategic grant-making
Investing alongside organizational values