Communication Commandments

Author: pod617 - The Boston Podcast Network

The podcast with the write stuff. Join Kim Calvi and a host of compelling guests to explore how to make one's writing style proper and powerful. A presentation of Boston Edits. Learn more at www.bostonedits.comKim Calvi helps her clients in professional services capitalize on their brand image for their services, by emphasizing what makes them better and different through content development for all media platforms, from blog writing and website copy, to marketing collateral, to networking profiles, by employing copywriting, copyediting, and proofreading skills, as appropriate.
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Language: en

Genres: Business, Marketing

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Chris Shepler of Fiduciary Trust Company
Episode 11
Tuesday, 26 September, 2023

In this podcast, Mr. Chris Shepler, Fiduciary Trust Company’s Endowment Expert, shares his approach to helping non-profits, as well as endowment organizations, to pursue an investment plan that supports their asset growth objectives. Commenting that institutions with assets below $50 million have been an underserved segment of the market, he has now made it his mission to bring those same best practices to these smaller yet deserving organizations. As a fiduciary, the prime responsibility of the company is to align its interests with its client’s interests, drafting an investment policy statement that supports their values. Board members, trustees, and donors seek out his advice, whether it’s to review the existing statement or to speak at a conference or forum. Chris can be reached at cshepler@fiduciary-trust.com. The website is https://www.fiduciary-trust.com/our-services/nonprofit-investment-advisors/ The opinions expressed in this discussion are as of the date presented and subject to change at any time. None of the information provided is intended to constitute investment, legal, tax or accounting advice and you should discuss any proposed arrangement or transaction with your investment, legal or tax advisors.