Investment Strategies for Nonprofits

Date

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

Event Description

Title
Investment Strategies for Nonprofits

Presenter
Kevin Chambers, Managing Partner and Lead Advisor, Headwater 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.

Learning Goals:

• 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
  • Rebalancing
  • Management Fees
  • Due Diligence
  • Spending Policy
  • Monitoring

Target Audience
Executive directors, chief financial officers, and Board members.

Pre-session materials
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. This event focuses on Resource Development and Financial Oversight. For additional resources in this category, visit: Resource Development and Financial Oversight.

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. Kevin has a passion for working with non-profit organizations. He is a board member for the McMinnville Noon Rotary Club and Community Home Builders and is an active member in the McMinnville Chamber of Commerce, sitting on their Government Affairs Council. He also is a member of the McMinnville School District Citizen Oversight Committee. At Headwater Investments Kevin holds the multifaceted role of Managing Partner and Lead Advisor. Kevin manages new and current client relationships, forms firm strategy, and breaks down the team’s research into understandable and enlightening commentary. He shares this knowledge as a public speaker on financial and economic topics.

Cost

$25 NAO Member 
$50 Nonmember

If you are logged in as an NAO member you will see your member discount reflected in the cost listed on the following registration page. For questions about this event, or trouble registering contact [email protected].

Location

*Please note the location for this session! This location is NOT the same as previous sessions.