Investment and Endowment Resources

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June 4, 2024

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Investment Resources


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.

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.

How to Structure Nonprofit Investment Accounts: 3 Steps to Implementing a Bucket Approach

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.

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.