Exclusive Events for our Partners

Planned Giving and Endowment-Building with Bill Albrecht  May 1, 2018

Join us for an exclusive training for our Nonprofit Endowment Partners. At this training we will be unveiling a brand-new guide to help Nonprofits with their planned giving and endowment-building efforts.

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Annual Investment Meeting – March 1, 2018

Each winter we invite individuals and nonprofits that entrust us with charitable funds to review the previous year’s fund investment performance and provide a forecast of the coming financial markets.

This year we are introducing the Foundation’s new investment advisor Graystone Consulting. Graystone, an independent business unit of Morgan Stanley, is one of the industry’s premier investment consulting businesses.

Representatives from Graystone will provide a comprehensive forecast of the 2018 capital markets, often cited as one of the most valuable elements of the annual meeting. We will also take a few moments to celebrate the Foundation’s 2017 achievements!

8:00 – 8:20 a.m.   Networking and Full Breakfast Buffet
8:20 – 10:00 a.m. Program

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Questions? please contact Rebecca Olchawa Barker at rbarker@CommunityFirstFoundation.org or 720.898.5933.