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Quarterly Nonprofit Roundtable

April 08, 2015
8:00 AM to 10:00 AM EST

BDO Atlanta
1100 Peachtree Street
Ste. 700
Atlanta, GA 30309
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Sandra Feinsmith
(404) 979-7105
  • Summary
  • Agenda
  • CPE Information
  • Speaker
BDO USA, LLP invites you to a complimentary CPE program as part of our quarterly Nonprofit Roundtable series.

Topics to be discussed include:
  • Crafting an Investment Policy for a Low-Yield, Low-Return Environment
  • Effectively Combining Investment Policy and Spending Policies
  • Maximizing your gift sources: Charitable Remainder Trusts, Charitable Gift Annuities, and others
8:00 AM to 8:15 AM - Welcome and Breakfast
8:15 AM to 10:00 AM - Program

Complimentary breakfast will be provided.
Upon completion of this course participants will be able to:
  • Prepare an investment policy for a low-yield, low-return environment
  • Manage investment and spending policies
  • Identify gift sources, including charitable remainder trusts and charitable gift annuities
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 2 CPE credits in the field of Specialized Knowledge and Applications
Program Level: Basic
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Brian Wodar, National Director of Philanthropy, Bernstein Private Wealth Management