From the Inside Flap
Tools, resources, and strategies to help your nonprofit grow in any economy
Offering insight and easily adaptable principles for sound investment and development practices, Nonprofit Investment and Development Solutions introduces strategies, tools, and techniques to provide you and your organization with the keys to success in this post-recession environment.
Complemented by a companion website rich with a variety of online tools and materials, <Nonprofit Investment and Development Solutions provides you with the techniques, resources, and information to help your organization grow no matter the state of our economy.
The Great Recession and high-profile corporate scandals have left a lasting impression on nonprofit organizations and how they operate. Nonprofit competition for philanthropic dollars is fierce, and all organizationsbig and smallneed to conform to new standards of accountability and transparency. Developed for nonprofit managers and trustees, Nonprofit Investment and Development Solutions examines the priorities of investment and development strategy to help you position your organization and maintain your nonprofit's fiscal health, today and in the future.
Bridging the gap between investment management, nonprofit management, administration, and fundraising, Nonprofit Investment and Development Solutions' balanced perspective makes sophisticated investment and fundraising principles easily understandable and adaptable. Authors Roger Matloff and Joy Hunter Chaillou provide a deeper understanding of both investment and development issues to help nonprofit staff and board leadership move forward from these trying economic times to improve the likelihood of a secure future.
Organized by key themes, Nonprofit Investment and Development Solutions explores:
- Philanthropy History and Statistics
- Fiduciary Responsibility
- New Roles for the "New Reality"
- Behavioral Finance
- Understanding Risk
- Asset Allocation
- The Investment Policy Statement
- Money Manager Selection
- Dynamic Portfolio Optimization
- Investment Program Analysis
- Socially Responsible Investing
- The Changing Landscape for Fundraising
- The Evolution of DonorsTrends and Truths
- Growing Expectations
You'll also discover the steps you need to take to protect your scarce economic resources as well as the actions to ensure donors will continue to support your organization in the future. Each chapter concludes with questions designed to help you identify and find tailored solutions to the issues and challenges your organization faces. A companion website hosts a variety of online tools and materials, including problems, exercises, and short cases, to help you implement key concepts discussed throughout the book.
Tackling both nonprofit investment management and fundraising issues, Nonprofit Investment and Development Solutions provides a wealth of information that will help you better position your organization for long-term success.
From the Back Cover
"The landscape of fundraising is changing, with donors much more educated in the process. No longer do donors 'donate,' they 'invest.' With that in mind, this book is an excellent tool for understanding the thought process that they are g oing through and the best methods of communicating the nonprofit's mission, vision, and impact on the community."
Matthew Laufman, Senior Nonprofit Advisor, Northern California Planned Giving Council
"If the current economic crisis has taught us anything, it should be that nonprofits need a deliberate, coherent investment strategy to protect and grow their investments. As nonprofit leaders, we have an obligation to build organizational capacity and deliver on our fiduciary responsibilities. That means understanding organizational best practices; developing a sound investment strategy; and leveraging investment tools and resources available to us. Simply put, making the most of the contributions our donors entrust to us to deliver on our mission. This book gets you started. Matloff and Chaillou provide a fundamental primer for nonprofit boards and fundraising professionals on preparing for the new economy and growing expectations of well-informed donors. For those looking for a sensible guide to understanding nonprofit investment management, this is the 'go to' guide."
Desta Lakew, CFRE, Director of Development, Open Door Foundation; AFP Founding Board Member, Rippowam Cisqua School