Join Us for NCCF’s Annual Investment Manager Meeting

Behind every grant NCCF makes is a careful, long-term approach to managing charitable assets. On Wednesday, November 18 at 6:00 PM, the Foundation invites you to see how that work happens at its Annual Investment Manager Meeting.

When and Where
Wednesday, November 18 at 6:00 PM
New Canaan Museum & Historical Society
13 Oenoke Ridge Road, New Canaan

What to Expect
You’ll hear directly from NCCF’s investment management team, including William Courson, Senior Managing Director & Senior Investment Consultant at Mason Investment Advisory Services. They’ll explain how the Foundation manages and invests charitable assets to support local philanthropy and strengthen our community for generations to come.

Topics include:

  • The Power of Charitable Fund Options at NCCF: investment options for both nonprofits and donors

  • Investment Performance: an overview of investment results and market trends

  • Investment Strategy: how charitable assets are managed with a focus on long-term growth and responsible stewardship

  • Questions & Conversation: a chance to hear from our investment professionals and ask questions

Who Should Attend
This meeting is open to prospective fundholders in addition to current fundholders. Whether you already have a fund at NCCF or are curious about how one could work for you, you’re welcome to join.

Questions? Contact Ann Rodwell-Lawton at arodwelllawton@newcanaancf.org.

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