The non-profit fiduciaries' handbook and workshop
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
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