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3 people are interested
We Need a Licensed Financial Advisor to Review our Investment Strategy and Investments
ORGANIZATION: The Enduring Charity Foundation, Inc.
Please visit the new page to apply.
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3 people are interested
I hope this message finds you well.
We need one or more licensed Financial Advisors to:
1) Review our Investment Policy Statement;
2) Review our investment portfolio and activities; and
3) Provide feedback and advice.
I would expect this opportunity to take two or three hours.
We currently have about $85K of Assets Under Endowment.
Feel free to call or email to discuss the issue further: 850.860.7526 or josh@enduringcharity.org
Thank You for taking a look at this volunteer opportunity.
More opportunities with The Enduring Charity Foundation, Inc.
No additional volunteer opportunities at this time.
About The Enduring Charity Foundation, Inc.
Location:
PO Box 6180, Navarre, FL 32566, US
Mission Statement
The mission of The Enduring Charity Foundation is to turn donors into philanthropists, by helping them establish their own micro-endowments within our foundation. Our Benefactors (endowment creators) get to name their endowment, and designate the charity(ies) that their endowment supports. We invest their contributions as principal, and use the profit / income that is generated to provide an enduring source of support for their designated charities. This is exactly how the large foundations and university endowments do it; we are simply making this better method of philanthropy available to individuals and small companies.
Description
The mission of The Enduring Charity Foundation is to turn donors into philanthropists, by helping them establish their own micro-endowments within our foundation.
Our Benefactors (endowment creators) get to name their endowment, and designate the charity(ies) that their endowment supports.
We invest their contributions as principal, and use the profit / income that is generated to provide an enduring source of support for their designated charities. This is exactly how the large foundations and university endowments do it; we are simply making this better method of philanthropy available to individuals and small companies.
CAUSE AREAS
WHEN
WHERE
This is a Virtual Opportunity with no fixed address.
DATE POSTED
May 31, 2019
SKILLS
- Financial Planning
- Financial Service Assistance
GOOD FOR
- People 55+
REQUIREMENTS
- Must be at least 21
- Two to Three Hours
- One of the industry recognized certifications for Financial Advisors