Nonprofit Investing Resources

Blog: News & Resources

Discover free nonprofit investing resources, including policies, guides, and templates, to keep your investment or endowment program running strong.

Discover free investment resources designed for nonprofits and endowments, including templates, guides, and policies to support your board and staff.

Nonprofit Investing Resources

Ready for the Next Step?

Schedule a time to speak with a nonprofit investment advisor

Whatever your investment needs, our advisors are here to answer questions or explain your investment options in more detail.

(608) 291-4646 or hello@getecio.com

Schedule a demo:

Select a meeting type:

15-Minute Question & Answer Session

Ask an advisor a question about your current or future investment program.

30-Minute Investment Overview

Learn how eCIO can help your nonprofit establish and enduring investment program.

60-Minute Consultation

Schedule a meeting with your investment committee.