Webinar: Building a Strong Nonprofit Investment Strategy

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

Webinar: Building a Strong Nonprofit Investment Strategy

A Board Member’s Guide to Investment Oversight and Fiduciary Responsibility

Key Highlights:

  • Strong nonprofit investment programs begin with strong governance. Board members have fiduciary responsibilities that include active oversight, clear policies, regular review, and alignment with the organization’s mission and long-term goals.
  • A bucket approach helps nonprofits structure assets more effectively. Separating funds by purpose, such as operating reserves, long-term assets, and capital needs, improves clarity, supports better decision-making, and aligns investment strategy with time horizon and risk.
  • Asset allocation drives long-term outcomes. More than 90% of long-term investment returns are influenced by asset allocation, which is why nonprofits should define objectives clearly, match investments to each asset pool, and document decisions in an Investment Policy Statement.

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