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Designed with Purpose: A Practical Framework for Non-profit Asset Allocation

2026-09-01

Mary Beth Lato, CFA

Director, Total Solutions

Non-profit strategy

How can nonprofits pursue long-term investments objectives without compromising liquidity or resilience? Explore a practical framework for building an asset allocation designed for long-term success.

Building a non-profit investment portfolio requires more than selecting asset classes. It begins with aligning return objectives, risk tolerance, liquidity needs and organizational priorities.

This practical framework explores how non-profits can:

Set realistic return targets based on their capacity for risk
Determine an appropriate tolerance and budget for illiquid investments
Build a resilient portfolio for changing market environments

Discover how thoughtful strategic asset allocation can help non-profit leaders balance near-term obligations with long-term growth—and create a stronger foundation for enduring investment success.

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