Creating and Evaluating your Nonprofit’s Investment Program – Presentation

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Creating and Evaluating your Nonprofit’s Investment Program – Presentation

September 13, 2018 @ 12:00 pm - 2:00 pm

Free

What are key investment policy decisions facing nonprofits and how do you prudently arrive at these decisions?

  • Dollars held in reserve
  • Appropriate risk levels and investment vehicles
  • Responsibilities and expectations of staff, volunteers, and consultants
  • Segmentation between current, short term and long term objective

How do you verify if your investment program is effective?

  • Policies that enable objective evaluations
  • Reporting that forces transparency

Whether you are in the initial phases of creating your investment policy statement or re-evaluating longstanding reserve levels, this session is for you. Participants will walk away with the knowledge needed to evaluate their investment program and the tools to make changes if needed.

Register here.

Details

Date:
September 13, 2018
Time:
12:00 pm - 2:00 pm
Cost:
Free

Venue

Marcum Offices
1899 L Street NW
Washington, DC 20036 United States
+ Google Map
Phone:
202-955-7224