This guide covers three essential steps for nonprofit organizations to navigate the complexities of managing large grants with confidence and integrity.
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 Approach
Many nonprofit organizations struggle to structure their operating and investment accounts effectively. This resource aims to guide you in developing a framework to optimize your organization’s assets and ensure they are utilized efficiently.
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.
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.
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.
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.
