Investment and Endowment Resources

Market In-a-Minute May 2023

June 5, 2023

Watch Rob Roquitte, CFA deliver eCIO's Market In-a-Minute for May 2023

Blog: News & Resources

Investment Resources

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.

Dollar Cost Averaging: A Strategy to Help Nonprofits Invest in a Volatile Market

Discover 3 benefits of dollar-cost averaging when funding a new investment account.

5 Pitfalls to Avoid When Issuing an Investment Advisor RFP

A Request for Proposal (RFP) is a questionnaire designed to gather the necessary information to help your organization select the ideal investment partner. Having a well-defined RFP process helps ensure you are asking the right questions to the right candidates and streamlines the selection process.

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.

A Board Member's Guide to Investment Oversight

A board member of a nonprofit serves an important role in the oversight and responsibility of the organization. This guide includes 4 key areas board members should focus on regarding the oversight of an organization’s investment program.

How to Evaluate an Investment Advisor's RFP

The goal of the RFP review process is to identify the roughly 2-4 investment advisory firms with the people, process, experience, focus, and fees that offer a match for your organization from the list of advisors who responded to your RFP.

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.