«return to events listCharitable Organization Educational Seminar

Santa Fe Advisors and the Santa Fe Community College Foundation invite you to our charitable organization educational seminar on Thursday, February 16th 2017 from 8:00-11:00 AM in the Jemez Room of the Santa Fe Community College.

The seminar will feature a presentation by Grace Allison, UNM Adjunct Professor of Law, on the Uniform Prudent Management of Institutional Funds Act. Grace Allison’s talk will be followed by Amy Grossman, V.P. Fidelity Charitable Complex Asset Group, who will speak about charitable giving trends. The event will conclude with a presentation by Kristina Alley, Partner at Santa Fe Advisors, on institutional investment best practices. A light breakfast will be provided.

Click the following link for a copy of the invitation.

Please RSVP on our reservation page.

Disclosure: All written content on this site is for information purposes only. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information should be discussed in detail with your individual relationship manager prior to implementation. Santa Fe Advisors, LLC may transact business only in states in which it is registered, or in which it is excluded from registration. Santa Fe Advisors, LLC is currently registered as an investment advisor with the Securities and Exchange Commission. A copy of our current written disclosure statement discussing business operations, services, and fees is available upon written request or at Investment Adviser Public Disclosure.

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