Nonprofit Investment and Development Solutions: A Guide to Thriving in Today's Economy: 247 (Wiley Nonprofit Authority) - Hardcover

Matloff, Roger; Hunter Chaillou, Joy

Hardcover

ISBN 10: 1118304772 ISBN 13: 9781118304778

Publisher: Wiley, 2013

Synopsis

Solid guidance for managers and trustees to better position their nonprofits now and in the future  

The Great Recession has left a paradigm shift for nonprofit leadership and their board members as fiduciaries. It has changed how boards make, evaluate and document investment decisions, the risks they are willing to take and the way these details are communicated to donors.  Nonprofit Investment and Development Solutions + Website will provide solid guidance for nonprofit leadership, staff and volunteers to better position their nonprofits to thrive now and in the future.   

This guide will provide:

• Sophisticated investment and development principles that are easily understandable and adaptable
• Specific steps to take in order to avoid unnecessary investment risk and secure financial stability
• Solutions and techniques for capitalizing on opportunities created by funding shifts and evolving donor expectations
• Principles and practices of fiduciary responsibility, behavioral finance, socially responsible investing, strategic development planning and charity efficiency

In addition, Nonprofit Investment and Development Solutions + Website offers a web site resource with a variety of online tools and templates to help readers implement key concepts discussed in this book.

About this title

About the Author

ROGER M. MATLOFF, CFM, CIMA^®, CAP^®, CRPC^®, is a senior vice president and institutional consultant at a major financial institution. Working with the team he founded in 1983, Roger creates sustainable strategic solutions for nonprofit organizations around the country. In his current role, he oversees the analytical, investment, and management programs that the team's foundation and endowment clients utilize. In his capacity as a consulting and investment expert, Roger has appeared on national television news programs and been cited in such national publications as the Wall Street Journal and Research magazine as well as numerous international publi-cations focused on serving the nonprofit market.

JOY HUNTER CHAILLOU is a Senior Vice President and Senior Nonprofit Advisor for a major financial institution. In her current role, she serves as an advisor working with nonprofit organizations of all sizes to increase their organizational capacity and help them reach their goals by offering in-depth strategies and tailored solutions, providing them with the knowledge and resources needed to address the challenges they face as they pursue their mission and impact goals. Joy's advice and consultation focus is in the areas of governance, development strategies, staff training, and board education.

From the Back Cover

The Great Recession and high-profile corporate scandals have left a lasting impression on nonprofit organizations and how they operate. Nonprofit competition for philanthropic dollars is fierce, and all organizations big and small need to conform to new standards of accountability and transparency. Developed for nonprofit managers and trustees, Nonprofit Investment and Development Solutions examines the priorities of investment and development strategy to help you position your organization and maintain your nonprofit's fiscal health, today and in the future.

Bridging the gap between investment management, nonprofit management, administration, and fundraising, Nonprofit Investment and Development Solutions' balanced perspective makes sophisticated investment and fundraising principles easily understandable and adaptable. Authors Roger Matloff and Joy Hunter Chaillou provide a deeper understanding of both investment and development issues to help nonprofit staff and board leadership move forward from these trying economic times to improve the likelihood of a secure future.

Organized by key themes, Nonprofit Investment and Development Solutions explores:

• Philanthropy History and Statistics
• Fiduciary Responsibility
• New Roles for the "New Reality"
• Behavioral Finance
• Understanding Risk
• Asset Allocation
• The Investment Policy Statement
• Money Manager Selection
• Dynamic Portfolio Optimization
• Investment Program Analysis
• Socially Responsible Investing
• The Changing Landscape for Fundraising
• The Evolution of Donors Trends and Truths
• Growing Expectations

You'll also discover the steps you need to take to protect your scarce economic resources as well as the actions to ensure donors will continue to support your organization in the future. Each chapter concludes with questions designed to help you identify and find tailored solutions to the issues and challenges your organization faces. A companion website hosts a variety of online tools and materials, including problems, exercises, and short cases, to help you implement key concepts discussed throughout the book.

Tackling both nonprofit investment management and fundraising issues, Nonprofit Investment and Development Solutions provides a wealth of information that will help you better position your organization for long-term success.

From the Inside Flap

The Great Recession and high-profile corporate scandals have left a lasting impression on nonprofit organizations and how they operate. Nonprofit competition for philanthropic dollars is fierce, and all organizations—big and small—need to conform to new standards of accountability and transparency. Developed for nonprofit managers and trustees, Nonprofit Investment and Development Solutions examines the priorities of investment and development strategy to help you position your organization and maintain your nonprofit's fiscal health, today and in the future.

Bridging the gap between investment management, nonprofit management, administration, and fundraising, Nonprofit Investment and Development Solutions' balanced perspective makes sophisticated investment and fundraising principles easily understandable and adaptable. Authors Roger Matloff and Joy Hunter Chaillou provide a deeper understanding of both investment and development issues to help nonprofit staff and board leadership move forward from these trying economic times to improve the likelihood of a secure future.

Organized by key themes, Nonprofit Investment and Development Solutions explores:

• Philanthropy History and Statistics
• Fiduciary Responsibility
• New Roles for the "New Reality"
• Behavioral Finance
• Understanding Risk
• Asset Allocation
• The Investment Policy Statement
• Money Manager Selection
• Dynamic Portfolio Optimization
• Investment Program Analysis
• Socially Responsible Investing
• The Changing Landscape for Fundraising
• The Evolution of Donors—Trends and Truths
• Growing Expectations

You'll also discover the steps you need to take to protect your scarce economic resources as well as the actions to ensure donors will continue to support your organization in the future. Each chapter concludes with questions designed to help you identify and find tailored solutions to the issues and challenges your organization faces. A companion website hosts a variety of online tools and materials, including problems, exercises, and short cases, to help you implement key concepts discussed throughout the book.

Tackling both nonprofit investment management and fundraising issues, Nonprofit Investment and Development Solutions provides a wealth of information that will help you better position your organization for long-term success.

Edition details

• Publisher: Wiley
• Publication date: 2013
• Language: English
• ISBN 10: 1118304772
• ISBN 13: 9781118304778
• Binding: Hardcover
• Edition number: 1
• Number of pages: 208