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Reply To: Reserves are great to have – how to invest and manage them
We also have invested our reserves in a short term investment pool that is 70% a low-duration bond fund and 30% in an S&P 500…
Reply To: Reserves are great to have – how to invest and manage them
I recently retired as CFO from a $20 million human services agency. We had approximately $1.5 million in reserves that came mostly from bequests and…
Reserves are great to have – how to invest and manage them
The webinar and discussion on Nonprofit Reserves: The Real Deal broadened my understanding of reserves beyond the simple image of a “Rainy day fund” to…
Outstanding questions on nonprofit reserves
Now addressing how to invest reserves and sample policies.
Reply To: Nonprofit Profit Reserves: The Real Deal – Reflection
A major part of our mission is providing used building materials to the community at low cost and when everything shut down for COVID we…
Reply To: Nonprofit Profit Reserves: The Real Deal – Reflection
I work both at a private TK-12 school and am on the board of a social service agency focused on providing food to low income…
Reply To: Nonprofit Profit Reserves: The Real Deal – Reflection
I am the CFO of a Catholic High School in the midst of an enrollment dip and a capital campaign when the pandemic hit. While…
Reply To: Nonprofit Profit Reserves: The Real Deal – Reflection
1) What is the recommended investment mix for holding cash reserves for a school? Our funds are invested at 60% equities/40% fixed income along with…
Reply To: Nonprofit Profit Reserves: The Real Deal – Reflection
I’m the Finance Manager at an adult literacy nonprofit with an annual budget of 1.2 million. We also, thankfully, did not have to use our…