Found 814 Results
Reply To: Reserves are great to have – how to invest and manage them
I am the CEO of a nonprofit with a large endowment and a much smaller Board designated reserve fund, We have a Board investment committee…
Reply To: Reserves are great to have – how to invest and manage them
At our non-profit, we are pretty risk-adverse and don’t do investing beyond CDs and savings accounts, and while I know it’s barely bringing in any…
Reply To: Reserves are great to have – how to invest and manage them
Wade: I’d love to hear more about this. Being responsible with money is laudable, but sticking it in a mattress isn’t good stewardship. You’ve found…
Reply To: Reserves are great to have – how to invest and manage them
As a Board Treasurer and nonprofit consultant, I certainly understand the importance of having the right team/resources to manage to reserve funds to effectively manage…
Reply To: Reserves are great to have – how to invest and manage them
I work primarily with very small organizations (up to $2M budget) who are mostly taking baby steps toward building reserves – once we establish what…
Reply To: Reserves are great to have – how to invest and manage them
Hire professionals? This has at least got to be in the discussion. I like to manage investment of my own household money. I think I…
Reply To: Reserves are great to have – how to invest and manage them
Dick, How does that contract work with the community foundation? what are the parameters of such a contract?
Reply To: Reserves are great to have – how to invest and manage them
That seems like a good approach, Dick. Did you have a process for choosing the community foundation to manage the funds, or has that been…
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…