--- title: Low-Cost Investment Management for Nonprofits | resource (2) description: resource | eCIO is a low-cost investment management and board management platform for nonprofits. (2) --- [![](https://blog.getecio.com/hs-fs/hubfs/ecio-logo-icon-1000-1.png?width=1000&height=208&name=ecio-logo-icon-1000-1.png)](https://blog.getecio.com/) - [Resources](https://blog.getecio.com/tag/resource) - [Nonprofit Investing](https://getecio.com/nonprofit/investment-management) - Contact Us [![](https://blog.getecio.com/hubfs/featured-image-Jan-27-2021-03-09-28-85-PM.jpg)](https://blog.getecio.com/get-the-most-from-your-nonprofit-investment-advisor) ## [Get the Most From Your Nonprofit Investment Advisor](https://blog.getecio.com/get-the-most-from-your-nonprofit-investment-advisor) Jan 27, 2021 9:13:32 AM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [resource](https://blog.getecio.com/topic/resource) [0 Comments](https://blog.getecio.com/get-the-most-from-your-nonprofit-investment-advisor#comments-listing) One of the responsibilities of a nonprofit board is to **manage the organization’s assets prudently**. Unless you have someone on staff with *significant* investment expertise, **partnering with an investment advisor is a prudent decision.** [Read More](https://blog.getecio.com/get-the-most-from-your-nonprofit-investment-advisor) [![](https://blog.getecio.com/hubfs/featured-image-Jan-14-2021-01-48-17-76-PM.jpg)](https://blog.getecio.com/fiduciary-checklist-for-your-nonprofits-investment-committee) ## [Fiduciary Checklist for Your Nonprofit's Investment Committee](https://blog.getecio.com/fiduciary-checklist-for-your-nonprofits-investment-committee) Jan 14, 2021 7:56:24 AM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [resource](https://blog.getecio.com/topic/resource) [0 Comments](https://blog.getecio.com/fiduciary-checklist-for-your-nonprofits-investment-committee#comments-listing) While your board has a fiduciary responsibility for your nonprofit’s assets, investment oversight authority is often delegated to a finance or investment committee. This checklist will guide your committee through six topics that should be reviewed regularly: Committee Charter, Spending Policy, Investment Policy Statement, Investment Fees, Conflict of Interest, and Access to Records. [Read More](https://blog.getecio.com/fiduciary-checklist-for-your-nonprofits-investment-committee) [![](https://blog.getecio.com/hubfs/featured-image-Dec-09-2020-08-59-12-61-PM.jpg)](https://blog.getecio.com/how-to-create-a-committee-charter-for-your-nonprofit-organization) ## [How to Create a Committee Charter for your Nonprofit Organization](https://blog.getecio.com/how-to-create-a-committee-charter-for-your-nonprofit-organization) Dec 9, 2020 2:59:44 PM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [resource](https://blog.getecio.com/topic/resource) [0 Comments](https://blog.getecio.com/how-to-create-a-committee-charter-for-your-nonprofit-organization#comments-listing) The Committee Charter is a key element of a successful oversight group and outlines the authority, roles, and responsibilities of the committee. Committee Charters help ensure you’re meeting your fiduciary duties. [Read More](https://blog.getecio.com/how-to-create-a-committee-charter-for-your-nonprofit-organization) [![](https://blog.getecio.com/hubfs/featured-image-Dec-09-2020-07-44-33-70-PM.jpg)](https://blog.getecio.com/elements-of-an-effective-investment-policy-statement) ## [Elements of an Effective Investment Policy Statement](https://blog.getecio.com/elements-of-an-effective-investment-policy-statement) Dec 9, 2020 2:10:50 PM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [resource](https://blog.getecio.com/topic/resource) [0 Comments](https://blog.getecio.com/elements-of-an-effective-investment-policy-statement#comments-listing) **Have you reviewed your Investment Policy Statement lately?** **A clearly articulated Investment Policy Statement (IPS) helps meet your fiduciary obligations and acts as a roadmap for oversight of your organization’s assets.** [Read More](https://blog.getecio.com/elements-of-an-effective-investment-policy-statement) [![](https://blog.getecio.com/hubfs/featured-image-Dec-09-2020-05-04-59-14-PM.jpg)](https://blog.getecio.com/5-topics-your-investment-spending-policy-should-cover) ## [5 Topics Your Investment Spending Policy Should Cover - Download Sample Investment Spending Policy](https://blog.getecio.com/5-topics-your-investment-spending-policy-should-cover) Dec 9, 2020 11:16:19 AM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [resource](https://blog.getecio.com/topic/resource) [0 Comments](https://blog.getecio.com/5-topics-your-investment-spending-policy-should-cover#comments-listing) **An Investment Spending Policy helps ensure your nonprofit organization is on the same page when it comes to your endowment spending. It covers topics including who has discretion over distributions, what the spending rate of the endowment should be, and what is considered a qualified expenditure.** [Read More](https://blog.getecio.com/5-topics-your-investment-spending-policy-should-cover) [![](https://blog.getecio.com/hubfs/featured-image-Dec-07-2020-01-55-39-70-PM.jpg)](https://blog.getecio.com/why-your-nonprofits-board-needs-a-conflict-of-interest-policy-with-sample-download) ## [Why Your Nonprofit's Board Needs a Conflict of Interest Policy](https://blog.getecio.com/why-your-nonprofits-board-needs-a-conflict-of-interest-policy-with-sample-download) Dec 4, 2020 2:18:04 PM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [resource](https://blog.getecio.com/topic/resource) [0 Comments](https://blog.getecio.com/why-your-nonprofits-board-needs-a-conflict-of-interest-policy-with-sample-download#comments-listing) **A well written Conflict of Interest Policy provides security to your organization. It helps manage personal conflicts of interest among leaders of the organization protecting your organization from a loss in reputation, donor gifts, and potential legal action.** [Read More](https://blog.getecio.com/why-your-nonprofits-board-needs-a-conflict-of-interest-policy-with-sample-download) [![](https://blog.getecio.com/hubfs/featured-image-Dec-07-2020-03-23-08-26-PM.jpg)](https://blog.getecio.com/how-to-create-an-investment-management-rfp-for-nonprofit-organizations) ## [How to Create an Investment Management RFP for Nonprofit Organizations](https://blog.getecio.com/how-to-create-an-investment-management-rfp-for-nonprofit-organizations) Dec 4, 2020 8:51:30 AM / by [Rob Roquitte, CFA](https://blog.getecio.com/author/rob-roquitte-cfa) posted in [resource](https://blog.getecio.com/topic/resource) [0 Comments](https://blog.getecio.com/how-to-create-an-investment-management-rfp-for-nonprofit-organizations#comments-listing) Updated: 10/18/21 When it comes to finding a partner to manage your nonprofit's investments, your search process will likely include issuing a Request for Proposal (RFP). This template covers 8 of the most important items you should consider asking about in your next RFP. [Read More](https://blog.getecio.com/how-to-create-an-investment-management-rfp-for-nonprofit-organizations) [Prev](https://blog.getecio.com/tag/resource/page/1) [All posts](https://blog.getecio.com/all) ### Subscribe to Email Updates - [Recent](https://blog.getecio.com/tag/resource/page/2#tab-1) - [Popular](https://blog.getecio.com/tag/resource/page/2#tab-2) - [Categories](https://blog.getecio.com/tag/resource/page/2#tab-3) ### Lists by Topic - [resource (17)](https://blog.getecio.com/tag/resource) - [investment (9)](https://blog.getecio.com/tag/investment) - [market commentary (9)](https://blog.getecio.com/tag/market-commentary) - [Webinar (2)](https://blog.getecio.com/tag/webinar) - [educational (1)](https://blog.getecio.com/tag/educational) ### Posts by Topic - [resource (17)](https://blog.getecio.com/tag/resource) - [investment (9)](https://blog.getecio.com/tag/investment) - [market commentary (9)](https://blog.getecio.com/tag/market-commentary) - [Webinar (2)](https://blog.getecio.com/tag/webinar) - [educational (1)](https://blog.getecio.com/tag/educational) ### Recent Posts ### About Us eCIO is a low-cost investment management and virtual board management platform for nonprofits. ### Links - [Low-Cost Investment Management](https://getecio.com/investment-management) - [Virtual Board Management](https://getecio.com/board-management-software) ### Contact Us (608) 291-4646 [hello@getecio.com](mailto:hello@getecio.com) 821 E Washington Ave, Suite 200 Madison, WI 53703 Copyright 2026 eCIO, Inc (“eCIO”) is a registered investment adviser located in Madison, Wisconsin. eCIO may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. eCIO’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. 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