How Small- to Medium-sized Nonprofits Can Get the Help They Need to Manage Their Investments

Nonprofit organizations have a fiduciary role in managing investments that are the result of donor gifts. For those with endowment funds, there are laws and regulations outlining fiduciary responsibilities with respect to those funds and how the funds are invested and allocated for expenditure. Large nonprofit organizations with significant investments have the resources to engage large institutional investment managers to assist in managing their investment portfolios.

Board Development Imperative to a Not-for-Profit’s Future

Our world is changing at a record pace, particularly here in the United States.  As a result nonprofit organizations need to plan accordingly, not only [...]

2018-10-18T15:20:14-04:00October 5, 2016|Categories: Business Advisory, Not-for-Profit|Tags: , |