Understanding Your Fund in Today’s Changing Markets

Join us for a timely investment update designed to give you clarity and confidence in your fund.

We’ll open with a portfolio performance review before taking a detailed look at what today’s market conditions mean for long-term charitable giving. With many donors asking whether now is the time to move to cash or change course, this session will address those questions with insights from our investment partners at Marquette Associates. We’ll explore the real cost of missing the market’s best days, why disciplined investors tend to come out ahead over time, and how emotional decision-making during volatile periods can shape long-term results.

Most importantly, you’ll hear how CFMT’s investment approach is built for consistency, stability, and sustained growth, so that the fund you’ve established continues supporting the causes you care about for years to come.

For more information, contact [email protected].