Investment and Endowment Resources

Market In-a-Minute November 2023

December 3, 2023

Watch Rob Roquitte, CFA deliver eCIO's monthly market commentary for November 2023

Blog: News & Resources

Investment Resources

Should You Issue an RFP to Select Your Next Investment Advisor

Understand the pros and cons of issuing a formal Request for Proposal in the search for your nonprofit’s next investment advisor.

The Alternative to an RFP: A Simplified Approach to Selecting Your Investment Advisor

While some organizations issue an RFP for investment services, that process can be time-consuming and complex. This guide lays out a more efficient alternative that involves interviewing a select group of advisor firms to make your decision.

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.

Navigating the Hazards of Over-Engineered Endowment Portfolios

Learn the risks and challenges of over-engineered portfolios

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.

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.

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.

Do You Have An Endowment or Nonprofit Investment Question?

Get answers to popular questions about how endowments, foundations, religious organizations, and nonprofits should be managing their investments.

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.