Request today

The non-profit fiduciaries' handbook can help you develop (or improve) your governance and planning framework. It provides practical advice, planning tools and best practice information to help you successfully fulfill your responsibilities.

The non-profit fiduciaries' handbook

By Mary Beth Lato By Angie Santo-Walter By Sophia Wang

Second edition

Since the first edition of this handbook was published in 2015, the investing landscape for non-profit organizations has continued to evolve. Accordingly, we’ve updated this second edition to address the decisions facing non-profit fiduciaries, including:

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 (CIO) providers to supplement the expertise within their organizations

This version streamlines and updates the existing material, adds some new topics, and provides fiduciaries with clear guidance on the strategic decisions they are responsible for and how to best work with an outsourced CIO provider to pursue their goals. We hope this revised edition helps you continue the exceptional work you’re doing in your communities around the globe.

Order yours today

Complete the form below or call us at 866-393-0105 to request your copy.

Please choose which handbook(s) you would like:

A corporate pension finance handbook

Healthcare fiduciary's handbook

The investment and management of frozen pension plans

Defined contribution retirement plan handbook

The non-profit fiduciary's handbook

First Name*

Last Name*

Email Address*

AI Job Title*