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.
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.
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.