The Harrison County Community Foundation (HCCF) will hold a session for people to learn about HCCF investments, as well as ways to support a favorite cause while also guaranteeing income. The session, called The Strategy Behind HCCF Investments and How You Can Benefit, will take place on Tuesday, Nov. 7 from 9 to 10:30 a.m. at the foundation, located at 1523 Foundation Way NE in Corydon.
The session will serve as a HCCF Trace Society meeting, but the invitation is also open to those who may be interested in becoming a Trace Society member, as well as professional advisors serving the Harrison County community.
The session will provide information regarding HCCF’s relationship with SEI Investments, which has been the foundation’s investment manager since 2012. SEI manages more than $79 billion in assets for more than 475 nonprofit, corporate, healthcare, union and government clients around the world, making it one of the largest providers of outsourced chief investment officer services. Despite this, the HCCF board members, finance committee members and staff believe SEI is responsive and personal when it comes to providing service.
J.P. Cavaliere, the SEI Client Portfolio Manager who works with HCCF, will present information on the strategy behind HCCF’s investment portfolio, so attendees can learn how HCCF’s investment decisions are made. Also, Cavaliere will describe how donors can take advantage of SEI’s investment expertise and partner with the foundation by establishing a Charitable Gift Annuity (CGA), a giving option that also provides lifetime income to the donor. SEI currently manages the foundation’s CGA investment portfolio and provides administrative services.
Breakfast will be provided.
The HCCF Trace Society recognizes those who plan to leave a gift through their will, trust, insurance or other estate arrangements to benefit their favorite cause via HCCF. HCCF has held other events for Trace Society members and prospective members in the past, including an information session about the Rita K. Windell estate gift and a workshop covering estate planning for women.
For more information about the Trace Society or the upcoming session, or to RSVP for the session, contact Kim Harmon, Director of Development, at 812-738-6668 or firstname.lastname@example.org by Wednesday, Nov. 1.