24. Endowments with Intent: Whitney Solcher on Fiduciary Discipline, DAFs & the Great Wealth Transfer
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24. Endowments with Intent: Whitney Solcher on Fiduciary Discipline, DAFs & the Great Wealth Transfer
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Episode 25 of Jim Eskin's Nonprofit North Stars spotlights Whitney Solcher, CIO/Partner at Ulrich Investment Consultants. With 20+ years in institutional investing, Whitney breaks down how nonprofits at every stage—from first-time endowments to $100M+ funds—can tighten their IPS, smartly add alternatives, and tap into the $84T great wealth transfer. She also demystifies DAFs (they're not just for the ultra-wealthy), shares how to build referral pipelines with advisors and attorneys, and connects her nationally ranked equestrian precision to portfolio discipline.
If you care about sustainable impact, don't "go it alone." Learn how fiduciary partners, clear rules of the road, and next-gen donor engagement (Millennials/Gen Z) can lift your mission.
🎧 Listen: jimeskinpodcast.com • Apple Podcasts • Spotify • Amazon Music
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