Leaves of Change: Investment Policy Considerations and Best Practices for Nonprofits

Date: November 21, 2023, 12:00 pm-1:00 pm ET

Is your entity’s current investment policy and strategy still appropriate for the long-term growth and stability of your organization? For nonprofit leaders, the focus is often on the organization’s mission, and the review of investment policy decisions may “fall” to the wayside. Join us and special guest Marc Labadie with RTD Financial for this unique opportunity to learn basic investment policy considerations and best practices to help your organization expand its roots!

Who Should Attend: Nonprofit executives, board members, and finance staff.

Learning Objectives:   

  1. Describe reasons why nonprofits invest.
  2. Explain the difference between cost and fair market value (FMV) of investments.
  3. Identify considerations for maximizing financial reserves of nonprofit organizations.
  4. Summarize investment policy best practices for nonprofit organizations.

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