A step-by-step guide to investment strategy for non-profit investors

As a non-profit fiduciary, your role is to ensure that your non-profit organization has the money, talent, experience and resources to fund your mission... and you need to do this in an ever-changing market environment.

We know that's a lot to ask, which is why we have created the Non-profit fiduciaries' workshop and handbook. The workshop and handbook are designed to provide practical advice, planning tools and best-practice information to help you successfully fulfill your responsibilities.

Our handbook addresses the decisions non-profit fiduciaries are facing, such as:

  • Whether to exist in perpetuity or not
  • Spending rates, risk tolerance, liquidity needs, and strategic asset allocation
  • Ways to enhance returns without taking on additional risk
  • Outsource chief investment officer (OCIO) providers to supplement the expertise within their organization