(23) Memorial Trust Joint Planning Memo
April 02, 2015
... of 2020, should the Institute elect to merge the Trust endowment with the Institute, the combined investment teams would ... work on a revised asset allocation for the combined endowment, followed by a review of managers for appropriate fit. The read more...
Author: Lou Leeburg
Keywords:
investment team, Institute, Fetzer Franklin Fund, science, new ongoing work, Memorial, collaboration, contextualize science, existing, goodwill
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Category:
Trust Histories
(20) Memorial Trust Discussion Framework Inpu...
March 08, 2015
... would never be able to create another entity with an endowment in the future. Nobody knows what’s going to happen by 2021. ... External factors that impact both the Institute’s endowment and programs are also rapidly changing. Who knows what the read more...
Author: Bruce Fetzer & Lou Leeburg
Keywords:
February inquiry identified four different stages, unique value, high degree, broad science program, important time, basis, state, unique clause, task force information request, joint action
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relevant, momentum, Memorial Trustees, legacy, real corpus, option, includes initiatives, important, organizations, documentation, bigger questions, able, option Spiritual identity, substantial periods, programs effectiveness Attachment One, endowment, payout, world, March Author Bruce Fetzer, open, incurred, superior performance, course, peers, six years, Rob Bob, type, first three stages, accurate, quite low, median endowment return, portfolio return, excess, priority, discussion, whole science, forward, substantial costs, Broader questions, assumptions MT input, criteria, Trust, engaging Fetzer Franklin advisors, endowments, discussion section, Administrative costs, order, fact, Leeburg Category Trust Histories, questions, nevertheless, draft, legacy issues, vision, illustration, certain, decision, comments, another entity, real spending, preservation, Fetzer, returns, programs, stated above, February, data, represents, legacy responsibilities, expensive, mention, process, External factors, founding vision, long term goal, History, best ideas, program work, historical period, March response, Mandatory, time, revenues generated, discussion framework pg, provisional, seamless cooperation coordination, personnel, Trust tax return, multiple parties, vital, activity, coordinated, planning need, activities MT input, identify, March paper, long term planning, matter, amount, commitment, Nobody knows, risk, programmatic, aspiration, joint work, Subjective, Institute, Fetzer Institute, concluding question, reduce, minimum payout rate, intangible, future, sure, joint board session, response, election, considerations, Outperforming investment return assumptions, Probate, point, dialogue, operating foundatinos, financial, total, best, current structure, once consolidated, following questions, Another consideration, vital responsibility, charitable, objective, Trust structure, Trust Board view, agree, enhanced, structure, adequately, portfolio, spending rate
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Category:
Trust Histories
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