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 |