"The Trustees and the Legacy Investment Fund"

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FirstParishinConcord

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Oct 12, 2017, 1:37:46 PM10/12/17

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Sunday Forum: "The Trustees and the Legacy Investment Fund"
Sunday, October 15, 11:30 a.m.
Meet the Trustees of Parish Donations. Learn who they are and what they do. Hear how and why they have changed the investment management of the Legacy Investment Fund. The Trustees oversee the management of First Parish’s $3m Legacy Investment Fund (formerly known as the endowment), and manage the ancillary buildings on the Church Green. Meet the new investment advisor to the Trustees, FP member George Gagliardi, and hear how the investment management approach to the Fund has changed. Learn how the Trustees support First Parish’s mission and operations, and how the two bodies work together. Watch for information on the November 12 Forum, sponsored by the Legacy Giving Committee, which will describe a recently-initiated program to build up the Legacy Investment Fund; over time, a larger Fund will increase the support that the Trustees can provide to the Church. Contact Pat Brinkman at pabri...@comcast.net or Alan Whitney at awhi...@alum.mit.edu.

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