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

Participate in our workshop!

Our 2-hour (?) workshop provides you a focused session with field expert(s) who can answer your questions and provide guidance to help you successfully implement best practices into your program.

Simply select this option in the form on the right.