Investment and Endowment Resources

Third Quarter Market Commentary

Published:
October 2, 2024

Watch Rob Roquitte, CFA deliver his Third Quarter Market Commentary

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Blog: News & Resources

Nonprofit Investing Resources

Discover free nonprofit investing resources, including policies, guides, and templates, to keep your investment or endowment program running strong.

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How to Structure Nonprofit Investment Accounts: A Guide to an Effective Fund Movement Policy

Discover how to strengthen your nonprofit’s financial stability with a clear policy for managing funds across cash, reserves, and long-term assets.

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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.

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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.

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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.

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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.

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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.

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Three Pillars of a Strong Nonprofit Endowment

Uncover the three essential pillars that lay the foundation for a thriving nonprofit endowment: governance, investments, and communication.

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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.

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Should You Issue an RFP to Select Your Next Nonprofit Investment Advisor?

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

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The Alternative to an Investment Management RFP

Learn a simplified approach to selecting a nonprofit investment advisor without the hassles of a formal investment management RFP.

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