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5 Reasons Nonprofits Should Rethink Hiring a Local Financial Advisor

While hiring a local advisor to manage your nonprofit’s investment portfolio may seem like a convenient decision, you should consider these 5 reasons why they may not meet your nonprofit’s unique needs.

Nonprofit Investing Resources

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5 Reasons Nonprofits Should Rethink Hiring a Local Financial Advisor

While hiring a local advisor to manage your nonprofit’s investment portfolio may seem like a convenient decision, you should consider these 5 reasons why they may not meet your nonprofit’s unique needs.

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Navigating the Hazards of Over-Engineered Endowment Portfolios

Learn the risks and challenges of over-engineered portfolios

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5 Steps to Hiring a Nonprofit Investment Advisor

Learn 5 key steps to hiring and maximizing the value of an investment advisor for your nonprofit organization.

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The Value of a Nonprofit Investment Advisor

Learn 10 ways a nonprofit investment advisor adds value to your organization to see if hiring an investment professional is right for your nonprofit.

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Put Your Excess Cash to Work for Your Organization With Cash Management

Nonprofit organizations are often faced with the fortunate dilemma of having excess cash that is not needed for current operations but may not be right for long-term investing. Short-term Treasury bonds are attractive investments for this excess cash.

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Webinar: 5 Steps to a Successful Investment Program That Will Impress Donors

In this 60-minute webinar hosted by Numbers 4 Nonprofits, our CEO, Rob Roquitte shares his nonprofit investment expertise and walks through 5 steps to setting up a successful investment program.

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5 Reasons Nonprofit Boards Are Changing Investment Advisors

Is it time to consider replacing your organization’s investment advisor? If any of these 5 concerns resonate with you, it might be time to find a new investment partner.

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Dollar Cost Averaging: A Strategy to Help Nonprofits Invest in a Volatile Market

Discover 3 benefits of dollar-cost averaging when funding a new investment account.

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A Nonprofit's Guide to ESG Investing

Has your nonprofit considered adding ESG to its portfolio? Our newest resource, "A Nonprofit's Guide to ESG Investing" addresses how ESG can be difficult to evaluate and offers 6 tips to help you decide if ESG is right for your organization.

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Webinar: A Fiduciary Checklist for your Nonprofit's Investment Committee

A nonprofit's board of directors has a fiduciary obligation to ensure its organization's investment program is being managed in a prudent manner.

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