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Informationen zum Autor 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. Klappentext Solid guidance for managers and trustees to better position their nonprofits now and in the futureThe 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 efficiencyIn 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. Zusammenfassung 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. Inhaltsverzeichnis Preface: Here We Are ix Background: Where We Have Been x Multiple Factors x This Book's Setup xiii Acknowledgments xv CHAPTER 1 Philanthropy History and Statistics 1 American Philanthropy 1 Examining the Statistics 3 Summary 5 CHAPTER 2 Fiduciary Responsibility 7 What Is a Fiduciary? 7 What Are the Duties of the Fiduciary? 8 Pressure on Fiduciaries from Increased Volatility 9 Protecting the Assets-The Prudent Investor 10 Training and Education of Fiduciaries 12 Increasing Government Regulation 14 Protecting the Mission 15 Effective Use of Professional Consultants 17 Valuable Resources 17 Summary 19 CHAPTER 3 New Roles for the "New Reality" 21 The Investment Consultant 22 The Investment Committee 24 Fundraising and Finance 24 Investment Policy Statement 28 Summary 30 CHAPTER 4 Behavioral Finance 31 The Psychol...
