Investment and Endowment Resources

Market In-a-Minute October 2022

November 1, 2022

Watch Rob Roquitte, CFA deliver eCIO's monthly market commentary for the month of October 2022

Blog: News & Resources

Investment Resources

3 Key Components of an Optimal Asset Allocation Policy

Should a nonprofit organization with 100% of its assets in cash consider investing in stocks? This is a relevant question as short-term interest rates hover at near zero. The answer? It depends.

Investment Committee Best Practices

Creating an investment committee of qualified individuals helps ensure the board fulfills its fiduciary responsibilities. This guide answers 4 key questions regarding establishing an investment committee including suggested member roles and types.

Get the Most From Your Nonprofit Investment Advisor

One of the responsibilities of a nonprofit board is to manage the organization’s assets prudently. Unless you have someone on staff with significant investment expertise, partnering with an investment advisor is a prudent decision.

A Nonprofit's Guide to Structuring Investment Accounts

Has your organization’s cash outgrown its current spending needs? If so, it may be a good time to put that money to work for your nonprofit’s mission by creating an investment account. Our new resource, “A Nonprofit’s Guide to Structuring Investment Accounts” walks through how to consider the right type of account for your organization.

Fiduciary Checklist for Your Nonprofit's Investment Committee

While your board has a fiduciary responsibility for your nonprofit’s assets, investment oversight authority is often delegated to a finance or investment committee. This checklist will guide your committee through six topics that should be reviewed regularly: Committee Charter, Spending Policy, Investment Policy Statement, Investment Fees, Conflict of Interest, and Access to Records.

How to Create an Investment Management RFP for Nonprofit Organizations

When it comes to finding a partner to manage your nonprofit's investments, your search process will likely include issuing a Request for Proposal (RFP). This template covers 8 of the most important items you should consider asking about in your next RFP.

5 Topics Your Investment Spending Policy Should Cover - Download Sample Investment Spending Policy

An Investment Spending Policy helps ensure your nonprofit organization is on the same page when it comes to your endowment spending. It covers topics including who has discretion over distributions, what the spending rate of the endowment should be, and what is considered a qualified expenditure.

Elements of an Effective Investment Policy Statement

Have you reviewed your Investment Policy Statement lately? A clearly articulated Investment Policy Statement (IPS) helps meet your fiduciary obligations and acts as a roadmap for oversight of your organization’s assets.

How to Create a Committee Charter for your Nonprofit Organization

The Committee Charter is a key element of a successful oversight group and outlines the authority, roles, and responsibilities of the committee. Committee Charters help ensure you’re meeting your fiduciary duties.

Why Your Nonprofit's Board Needs a Conflict of Interest Policy

A well-written Conflict of Interest Policy provides security to your organization. It helps manage personal conflicts of interest among leaders of the organization protecting your organization from a loss in reputation, donor gifts, and potential legal action.