Description

This interactive workshop is designed to guide nonprofit leaders through the essential steps of starting and growing an endowment fund, providing key considerations that can help when reaching out to donors for endowment funding. Participants will learn best practices for endowment management, investment strategies, and donor engagement to effectively build and maintain a robust endowment. By the end of the session, attendees will be equipped with practical tools and insights to maximize their organization's financial health and ensure its impact for generations to come.

About the Presenter  

Shane Morrow is the founder, CEO and Managing Partner of IronBridge Wealth Counsel, a national ensemble wealth management firm with over $1.1B under management and an expertise working with boutique endowment and foundations. He is responsible for the firm’s strategic direction and leading its investment management division. Additionally, he currently serves as an independent investment committee member of First Ascent Asset Management, an investment management firm based in Denver, Colorado.

Prior to founding IronBridge, Mr. Morrow served as Vice President-Consultant Relations at Sage Advisory Services, Corporate Vice President-Wealth Management at New York Life Insurance Company, and Director of Investment Consulting at Independent Portfolio Consultants.

Mr. Morrow received his BA in Economics from Amherst College. He has earned the Certified Financial Planner™ certification, the Certified Investment Management Analyst® designation, and the Chartered Alternative Investment Analyst® designation. He is currently a Level II Chartered Financial Analyst candidate.

He has also completed two full Ironman races and multiple marathons and half Ironman races.