Turning Your Endowment into a Mission-Aligned Asset

Tesser Capital Management, TSWS and Alphavest invite you to a hands-on workshop on values-driven investing, designed specifically for nonprofit board members, investment committee members, foundation leaders, and DAF holders who want to move beyond passive stewardship. **What You'll Learn** - How mission-related investments (MRIs) and program-related investments (PRIs) work — and how they differ - The fiduciary duty framework under UPMIFA and IRC §4944 that governs what you can and can't do - How blended and catalytic capital structures can extend your impact without sacrificing returns - Practical tools for evaluating impact metrics and building this into your Investment Policy Statement - Real-world case studies of organizations that put endowment capital directly to work on mission **Event Details** 📍 The Refinery, Charleston, SC 📅 Wednesday, September 23 🕣 8:30 AM – 11:00 AM ☕ Breakfast included This session is built for a mixed room — whether you're an executive director trying to get your investment committee on board, or a board member/investment committee member wondering what questions to ask, you'll leave with a shared framework and a concrete next step for your organization. Space is limited to keep the discussion practical and interactive.