Get answers to popular questions about how endowments, foundations, religious organizations, and nonprofits should be managing their investments.

Does your organization have excess cash above what it needs for operations? When a nonprofit organization makes the decision to do more with their cash and opens a new investment account, finance committees often ask: Should cash be invested in the stock market all at once or over a period of time? This question is particularly relevant in an environment when the market has been up sharply and stock prices are relatively high.

A Request for Proposal (RFP) is a questionnaire designed to gather the necessary information to help your organization select the ideal investment partner. Having a well-defined RFP process helps ensure you are asking the right questions to the right candidates and streamlines the selection process.

When an organization’s cash outgrows its spending needs, it may be time to invest. This guide highlights 4 types of investment accounts that help nonprofits put their money to work for their missions.

Unless you have avoided all investment news the past couple of years, you are likely familiar with the term ESG investing.

Is your organization interested in adding ESG investments to its portfolio? This guide addresses how ESG can be difficult to evaluate and offers tips to help you decide if it is right for your organization.

Successful nonprofit leaders know that keeping their board members and donors engaged and contributing is key to building a thriving organization. As the power of video grows, consider 5 ways it can be used to drive engagement and create more personalized communications.

A board member of a nonprofit serves an important role in the oversight and responsibility of the organization.  This guide includes 4 key areas board members should focus on regarding the oversight of an organization’s investment program.

The goal of the RFP review process is to identify the roughly 2-4 investment advisory firms with the people, process, experience, focus, and fees that offer a match for your organization from the list of advisors who responded to your RFP.

Should a nonprofit organization with 100% of their assets in cash consider investing in stocks?  This is a relevant question as short-term interest rates hover at near zero.  The answer? It depends.

Nonprofit organizations need strong stewardship of their assets. An investment committee of qualified individuals helps ensure the board fulfills its fiduciary responsibilities. A well-constructed committee of members with complementary skills can appropriately advise the board and help organizations further their missions.