Wednesday, September 26, 2018
8:30 a.m. - 10:30 a.m.
Networking at 8:30 a.m., Presentation at 9:00 a.m.
Light Breakfast Provided
Investment Strategies for Nonprofits
Kevin Chambers, Managing Partner and Lead Advisor, Headwaters Investments
According to the National Council of Nonprofits, the role of board members is to act as “the fiduciaries who steer the organization towards a sustainable future by adopting sound, ethical, and legal governance and financial management policies, as well as by making sure the nonprofit has adequate resources to advance its mission.” All executive directors and board members hope that their organization will not only fulfill the charitable mission in the community for which it was organized, but that it will survive beyond their own involvement. To do so, nonprofit boards must find ways to be financially sustainable. A possible strategy is to set aside funds for the future with the creation of an investment account. In this session, you'll learn how organizations of all sizes and purposes can use prudent investment accounts to meet their missions. You will also learn about issues surrounding the fiduciary duties of various actors in organizations, and best practices for governance and due diligence.
- Current state of nonprofit investing
- Understand the different levels of fiduciary duty
- Define goals of investment accounts
- Endowments vs reserve funds
- Define elements necessary for building an investment policy
- Asset Allocation
- Management Fees
- Due Diligence
- Spending Policy
Executive directors, chief financial officers, and Board members.
Read these materials in preparation for this session.
Best Practices: Investing for Nonprofits - Kevin Chambers
Nonprofit Investing Chapter 1&2 - Lawernce Kochard and Cathleen Rittereiser
Area of Nonprofit Excellence - Resource Development and Financial Oversight
Every learning opportunity NAO offers is aligned with one of nine areas of our Principles and Practices for Nonprofit Excellence that NAO believes are critical to every nonprofit’s effectiveness and success. Diversity, equity and inclusion are essential for a thriving, effective and successful nonprofit; therefore, DE&I is embedded across all nine areas.
About the Presenter
|Kevin Chambers, Managing Partner and Lead Advisor, Headwaters Investments
Kevin earned his BA with a double major in Economics and International Political Economy from the University of Puget Sound in Tacoma, Washington. While completing Willamette University’s MBA for Professionals, he wrote a capstone on how to better serve non-profits as an advisor.
$25 NAO Member
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*Please note the location for this session! This location is NOT the same as previous sessions.
2500 NE Neff Road
Conference Room A
Bend, OR 97701