March 3, 2021
11:00 am - 12:15 pm
Stewardship of nonprofit assets is essential to the future potential opportunities for operational success and requires fiduciary responsibilities of the Board, Trustees and any professionals hired. An appropriately managed Nonprofit investment portfolio generates a message of planned long-term stability, fiscal accountability, and financial capability to all members of the organization. It is essential for a Nonprofit organization to work with professional expertise that can advise on investment strategies, consistently monitor market trends, and maintain the mission and goals set forth in their Investment Policy Statement.
A properly managed Nonprofit investment portfolio, including investment opportunities abiding by Environmental, Social, and Governance Investing guidelines, will not only allow the organization to fulfill its fiduciary obligation, but more importantly, help the organization succeed in furthering the mission into the future. Is your portfolio properly managed?