A Guide for Non-Profits

Keeping Your Board & Staff Engaged

Your key personnel help make your organization’s mission a reality. Download our guide and get the information your board and staff need to ensure your organization is operating at its fullest potential.
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Education drives advancement

It can be challenging to keep your board and staff well-informed as you navigate through term limits and leadership turnover.

Our guidebook provides tips on how to enhance fundraising skills, develop spending rules and policies, set objectives and guidelines for your organization’s portfolio, be fluent in fiduciary responsibility, and understand how market context can help make informed decisions.

Core knowledge for your board & staff

blue-checkmark Donor identification
blue-checkmark Stewardship
blue-checkmark Capital campaigns
blue-checkmark Planned giving
blue-checkmark Elements of effective spending rules
blue-checkmark How to design and implement a spending policy
blue-checkmark Investment basics
blue-checkmark Objective setting
blue-checkmark How to prioritize risk
blue-checkmark Asset allocation and security selection
blue-checkmark Fiduciary responsibilities & best practices
blue-checkmark Market context

Who we are


Endowment and foundation investments serve an important purpose, and we don't take your goals lightly. With decades of experience working with non-profits, we understand the challenges you face and will surround you with the resources you need to succeed.

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