A step-by-step guide to investment strategy

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.

A resource for non-profit fiduciaries

We know it's a lot to ask, which is why we have created The Non-profit Fiduciaries' Handbook. The handbook is designed to provide practical advice, planning tools and best practice information to help you successfully fulfill your responsibilities.

Executive summary

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

A look inside