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Investment and Finance Team

About

The Investment and Finance Team at the William Penn Foundation is responsible for managing the Foundation's financial assets and investment strategies to support its philanthropic mission. This team focuses on maximizing returns while aligning investments with the Foundation's values and goals, ensuring sustainable funding for initiatives that enhance educational opportunities, environmental stewardship, and civic engagement in the Greater Philadelphia region. Additionally, they oversee budgeting, financial reporting, and compliance to maintain the Foundation’s fiscal health.