Financial Investment and Sustainability - with Nate Greenland
When: Friday, April 25, 2025; 9am - 11am
Where: SCAF
Who should attend: Anyone who helps lead a nonprofit, including executive directors, board members, and development professionals, particularly those for whom investing and the financial markets feel unfamiliar.
Are you a nonprofit leader looking to maximize your organization's financial resources and move toward ensuring its long-term sustainability? This seminar will provide you with the essential knowledge and tools to navigate the world of nonprofit investing. We'll cover key topics including:
Understanding investment options: Explore the various investment vehicles available to nonprofits, including stocks, bonds, mutual funds, and ETF's. We'll explore the role that each of those can play in a nonprofit's portfolio and how to choose the right asset allocation and diversification for your organization.
Developing an investment policy: Learn the importance of creating a clear and comprehensive investment policy that aligns with your organization's mission, risk tolerance, time horizon and financial goals, and which also dovetails with your gift acceptance policy.
Managing risk: There's more than just risk of market declines. We'll discuss many of those risks, and how to mitigate potential investment risks while balancing the need for growth.
Savvy Fundraising: There are numerous ways, related to investing, for your loyal donors to support your mission beyond just gifting cash. We'll review some of the easy to execute opportunities of QCD's, DAF's, appreciated assets and beneficiary designations.
Join us!
Refreshments Provided, Registration $10