Your client is a community foundation, which provides funding to small, local, nonprofit organizations. With an endowment
Question:
Your client is a community foundation, which provides funding to small, local, nonprofit organizations. With an endowment of $1 million, the foundation is looking for sound investments to grow funds available to support the community. Choose any publicly traded company that interests you, and research whether this company would be a worthy investment for some of the foundation’s endowment funds. Your purpose is to identify whether the company is a good choice—you do not need to give a positive recommendation.
To formulate your argument, you might research some of the following about your company of choice:
● Background Information: What does your client need to know about the company?
● Mission and Vision: Does the company align with the foundation’s mission?
● Stock Trend and Analysts’ Recommendations: Is this a sound investment likely to give positive returns?
● Growth Trends: What do you know about the company’s revenue and profits?
What plans (e.g., for new products and new locations) might be relevant to the foundation?
● Management: Does the company have a strong, stable management team capable of running the company well in the future?
● Ethics: How well does the company uphold ethical standards in its relationships with people and the environment? Have issues with misconduct been reported?
● Current News: What news items about the company might be relevant to the decision?
Prepare a deck to the foundation’s board of directors. Include a title page, executive summary, table of contents, several pages of findings, and a summary.
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