Nonprofit Investing Resources - Investments

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

Access practical guides and valuable insights to help you steward your organization’s assets and align investments with your mission.

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Nonprofit  Investment Resources

Level Up Your Investment Program

Access practical guides and valuable insights to help you steward your organization’s assets and align investments with your mission. Whether managing endowments, reserves, or operating funds, these resources provide frameworks to help optimize performance, manage risk, and promote long-term financial sustainability.

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Discover more helpful templates and guides:

  • Governance
    Explore essential tools and best practices to help your nonprofit strengthen governance, enhance transparency, and maintain compliance. View resources
  • RFP Resources
    Find the right investment partner with resources designed to guide your advisor selection process. View Resources
  • Other Resources
    Discover a variety of helpful tools and materials that complement your nonprofit’s operations. View Resources

Ready for the Next Step?

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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

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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.