Endowment spending decisions are rarely about the number alone. Board members and nonprofit leaders are responsible for supporting today’s programs while safeguarding resources for the future, which means multiple factors must be considered when setting a withdrawal rate.
Topics: Nonprofit, Nonprofit Investment Strategy
For many nonprofits, the question isn’t if professional investment guidance will be helpful; it’s when.
Early on, managing reserves and small investment accounts internally may feel manageable. But as assets grow, donor generosity increases, and boards ask more thoughtful questions, the responsibility around stewardship naturally becomes more complex.
So how do you know when it’s time to partner with an investment advisor?
This post walks through the common signs nonprofits experience as they grow, along with what an advisor can help with and how to choose the right one.
Topics: Nonprofit, Nonprofit Investment Strategy
