RECAP – Starting Point | Financial Housekeeping (Senior Executive/Board Member exclusive)
Session: Investing for Nonprofits: Making Money Matter
Exploring financial options for a nonprofit to engage their boards and align their values into investment policy statements and long-term asset pools. Plus, we learned how to approach the conversation and execute investing while working closely with a Community Foundation.
Topics included:
- Cash Management
- Gifting Strategies – a review of the benefits/nuances around DAFs,
- CRUT/CRAT/CLUT/CLAT, and other gifting tools
- Investment Committee Do’s (and Don’ts)
Meet the speakers – Brad Swinsburg, Jeff M. Brandon
Brad uses his extensive experience and deep investment knowledge to help drive the Smith + Howard Wealth Management investment process and program. He works directly with our clients to help them define their goals and properly structure portfolios that can help them meet those goals.
Brad joined Smith + Howard Wealth Management in 2016. As Chief Investment Officer, he chairs the Investment Policy Committee and is responsible for the oversight and development of Smith + Howard Wealth Management’s investment program. Additionally, Brad works directly on asset allocation, investment implementation and monitoring. He also publishes various market and investment-oriented articles, including the firm’s quarterly newsletter.
Brad’s career has been spent serving family offices and affluent clients throughout the southeast and southwest. In addition to a previous role with Hirtle, Callaghan & Co., Brad was also a global investment specialist with J.P. Morgan Private Bank and spent a decade early in his career at Goldman Sachs & Co.
Brad lives in Atlanta with his wife and daughter.
With nearly two decades of experience, Jeff works closely with affluent individuals and families by helping them develop a plan to achieve their long-term financial goals.
Jeff brings a broad background of working with clients in financial planning, investing, insurance, and estate planning. His analytical mindset and insight allow him to bring a refreshing approach to his clients.
Jeff and his family have lived in South Atlanta for over 20 years. When away from the office, Jeff stays involved with activities that impact his children and their peers.
Jeff is a Certified Exit Planning Advisor as designated by the Exit Planning Institute (EPI). This designation is achieved through the completion of a rigorous program designed for advisors who work with owners of privately held businesses and focuses on the consideration of business, personal and financial goals in the process of exit planning.