SAN FRANCISCO--(BUSINESS WIRE)--Mercer Advisors’ Foundation and Endowment Services group will host its 2023 conference series in San Francisco on Thursday, May 11. Leaders from Bay Area nonprofits and foundations are invited to participate in the half-day event, “Delivering on Your Promise, Accelerating Your Impact” — which will feature discussion on how nonprofits can accelerate their mission, advance fundraising efforts and elevate donor awareness in an increasingly complex landscape.
The headline speaker is Jim Bildner, CEO of the Draper Richards Kaplan Foundation. Bildner also serves as a Trustee for the Kresge Foundation, as well as an Adjunct Lecturer in Public Policy at Harvard University’s Kennedy School of Government. He will be joined by Marla Blow, President and COO of the Skoll Foundation; Jeremiah Barlow, Head of Family Wealth Services at Mercer Advisors; and Jenny Xia Spradling, co-Founder and co-CEO of FreeWill. The event will cover best practices on board governance, fundraising and supporting donors in including the mission in estate and end-of-life planning, as well as how nonprofits can better position themselves for long-term impact and success.
“Foundation and nonprofit leaders are united by a shared mission of making the greatest impact possible on the organizations they care about,” said Mark Eshman, Director of the Foundation and Endowment Services group, Senior Wealth Advisor at Mercer Advisors. “These leaders face a complex environment, with various global market headwinds and an increasing number of opportunities for donors to direct their philanthropic efforts. Our goal is to bring like-minded leaders together to discuss forward-looking strategies and innovative ideas, in order to meet these challenges together and better position everyone to make the impact they seek.”
Mercer Advisors’ Foundation and Endowment Services group specializes in designing sustainable, diversified and mission-driven investment strategies that help position nonprofits for long-term success in advancing the goals of their organizations. The F&E team focuses on institutions with endowments ranging from $3 million to $50 million, partnering with boards and directors to support their work with philanthropic guidance, fundraising strategies, education and strategic counsel, and fiduciary support.
The upcoming event will be held at BlackRock, 400 Howard Street, San Francisco, on May 11 between 8:30 a.m. and 1:00 p.m., and will include a continental breakfast and networking lunch. Click here to register.
About Mercer Advisors Foundation and Endowment Services
Our advisors who specialize in Foundation and Endowment Services each have decades of focused expertise addressing the unique challenges of nonprofit organizations. Mercer Advisors offers a full spectrum of value-added services that span investment management and planning, investment policy and asset allocation strategy, grant planning, spending policy analysis, and guidance on appropriate portfolio approaches. For more information, visit our website.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.
