As a nonprofit leader, you may be concerned about how market volatility is impacting your investment program. eCIO's investment team leader, Rob Roquitte, CFA created a short market commentary that puts the current environment in context.
Reach out to us if you would like a review of your current investment program by our nonprofit investment advisor team.
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.
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.
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.
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.
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.