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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.

Nonprofit Investing Resources

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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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3 Key Components of an Optimal Asset Allocation Policy

Should a nonprofit organization with 100% of its assets in cash consider investing in stocks? This is a relevant question as short-term interest rates hover at near zero. The answer? It depends.

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A Nonprofit's Guide to Structuring Investment Accounts

Has your organization’s cash outgrown its current spending needs? If so, it may be a good time to put that money to work for your nonprofit’s mission by creating an investment account. Our new resource, “A Nonprofit’s Guide to Structuring Investment Accounts” walks through how to consider the right type of account for your organization.

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Elements of an Effective Investment Policy Statement

Have you reviewed your Investment Policy Statement lately? A clearly articulated Investment Policy Statement (IPS) helps meet your fiduciary obligations and acts as a roadmap for oversight of your organization’s assets.

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