Investment and Endowment Resources

Market In-a-Minute August 2024

Published:
September 4, 2024

Watch Rob Roquitte, CFA deliver eCIO's monthly market commentary for August 2024

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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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Navigating the Hazards of Over-Engineered Endowment Portfolios

Learn the risks and challenges of over-engineered portfolios

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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.

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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.

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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.

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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.

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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.

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5 Reasons Nonprofit Boards Are Changing Investment Advisors

Discover the top 5 reasons nonprofit boards seek a new advisor to manage their organization’s investment program.

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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.

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5 Pitfalls to Avoid When Issuing an Investment Management RFP

Learn the biggest mistakes nonprofits make when they issue an RFP for investment management services.

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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.

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