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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.
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.
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.