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 fulfil your responsibilities.

In Canada, the investing landscape for non-profit organizations is being influenced in the following ways:

  • Whether to exist in perpetuity or spend down to meet today's challenges drives decisions about spending rates, risk tolerance, liquidity needs, and strategic asset allocation.

  • The uncertain market environment is making the pursuit of stable returns without additional risk challenging for non-profit fiduciaries ways to enhance returns without taking on additional risk.

  • Ensuring the sustainability of your investments is more complicated when you are also asked to consider sustainable investing factors.

With these shifts in mind, we created both a handbook and workshop that we hope will provide fiduciaries with clear guidance on the strategic decisions they are responsible for and how to best work with a fiduciary partner such as an outsourced CIO provider to achieve their goals.

Executive summary

The executive summary will provide you with a high level overview of the content in the full handbook and the workshop. The summary is designed to showcase the value these resources can bring to your investment committee and professional staff.

Download the executive summary