Toolkit

Alternative Investments for Non-Profits

The era of stock-and-bond-only investing is over. Alternative investments are opening new doors for non-profit organizations of all sizes, offering:

  • Greater diversification,
  • Access to unique return drivers,
  • And exposure to innovation benefits that large institutions have been pursuing for decades

And with more accessible options than ever, now is the time to explore what alternatives can do for your portfolio – and we have resources to help.

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What you'll get

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Exploring the Role of Alternative Investments, a guidebook covering:

  • The basics of alternative investments
  • The potential benefits and the risks
  • Practical insights for non-profits exploring this space
blue-checkmark Alternatives Due Diligence Checklist, designed to equip you with everything you need to evaluate and select alternative investment managers with confidence.

 

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Are alternatives right for your organization?

Whether your organization is seeking higher returns, better diversification, or a hedge against economic shifts, alternatives might be the next step in your financial strategy. 

We can help you evaluate your short- and long-term goals, and determine the right mix of investments to help get you there. It all starts with a conversation with one of our Endowment & Foundation Specialists.

On-Demand Learning

Beyond Stocks: Diversifying with Alternative Investments 1 hour 

Alternative investments are no longer just a buzzword; they’re transforming portfolios for all types of investors. Watch to learn more about the asset class that institutional investors have incorporated for decades, and the opportunities that are emerging for smaller organizations and individuals.

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What Your Investment Policy Statement Should and Shouldn't Include

An investment policy statement is the cornerstone of managing an endowment or foundation’s investments. Learn the 11 dos and don’ts when creating yours.

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Toolkit

Growing Your Endowment

Your fundraising strategy is just as important as a strong investment strategy. This free toolkit can help you take your fundraising to the next level and grow your endowment.

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Who we are

With more than four decades of experience partnering with non-profits, we understand the intricacies of sustaining your mission – and provide customized planning and investment management to help you achieve long-term financial stability. 

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We can help

Advance your mission by partnering with a team that provides a mix of investment management, fundraising support, board & staff education, and other specialized services. It all starts with a conversation with one of our Endowment & Foundation Specialists.

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