In this episode of The Beacon Podcast, Lighthouse Counsel President Jeff Jowdy speaks with Adam Dretler, a principal in the Nashville office of wealth management company Diversified Trust, which designs and implements portfolios that sustain the mission of institutions.
Jeff and Adam discuss a subject that is critically important to the financial health of a nonprofit organization but can seem intimidating. Adam offers a solid overview of investment governance for nonprofits and answers questions including:
What exactly is investment governance and how does it relate to the financial health and ultimately the mission of a nonprofit organization?
What are the three most important questions nonprofit leaders should ask themselves about investment governance?
How has the pandemic affected nonprofits when it comes to investment governance?
