Latest Resource:

Mastering Capital Campaigns: Effective Giving Strategies

Learn about five alternative methods donors can use to support your organization beyond just writing a check. This resource is useful for helping you and your board members understand how to maximize donor contributions.

Nonprofit Investing Resources

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Mastering Capital Campaigns: Effective Giving Strategies

Learn about five alternative methods donors can use to support your organization beyond just writing a check. This resource is useful for helping you and your board members understand how to maximize donor contributions.

Webinar: 3 Pillars of a Strong Nonprofit Endowment

Learn about the three foundational pillars essential for a strong endowment so your organization can inspire confidence and ensure long-term sustainability.

Mastering Capital Campaigns: Your Step-by-Step Guide to Success

This resource offers a concise guide to educate nonprofit boards on the key stages of a successful capital campaign.

Mastering Capital Campaigns: Tools and Resources

Explore three essential tools to help nonprofits navigate the complexities of a capital campaign, ensuring that their efforts are organized, efficient, and poised for success.

You've Received an Unrestricted Grant! Now What?

This guide covers three essential steps for nonprofit organizations to navigate the complexities of managing large grants with confidence and integrity.

How to Structure Nonprofit Investment Accounts: 3 Steps to Implementing a Bucket Investment Approach

Discover a framework to optimize your organization’s assets by creating separate accounts based on their purpose and time horizon.

5 Reasons Nonprofits Should Rethink Hiring a Local Financial Advisor

Discover why a local financial advisor might not be the optimal choice for your nonprofit.

Navigating the Hazards of Over-Engineered Endowment Investment Portfolios

Learn the risks and challenges of an over-engineered portfolio.

5 Steps to Hiring a Nonprofit Investment Advisor

Learn five key steps to hiring and maximizing the value of nonprofit investment advisors.

The Value of a Nonprofit Investment Advisor

Learn ten ways a nonprofit investment advisor adds value to your organization.