Training Track: Fundraising & Finances Track
Topic of Workshop: Investment Management
Title of Workshop: Investment Best Practices for Nonprofits
Workshop Description: Financial stability is key to the long-term success of any nonprofit organization. In this workshop we will review fiduciary responsibilities, discuss the importance of building adequate reserves, and share industry data and best practices for nonprofit investment programs.
Learning objectives:
- Learn the key responsibilities of nonprofit fiduciaries
- Understand the importance of nonprofit operating reserves
- Discover a simple framework for overseeing nonprofit investment portfolios
