Kevin Wallace’s Post

We believe a nonprofit’s Case for Support is akin to an investment strategy that beautifully outlines the potential donor’s Return on Investment (ROI). A good investment strategy doesn’t focus on the needs of the company. Rather, it focuses on how investing in the company will benefit the investor. Read now! #nonprofitfundraising #nonprofitcapitalcampaign #capitalcampaign #capitalcampaignconsultant

Strategic Investment Insights for Nonprofits and Churches✔️ Today, I want to share an article that offers a deep dive into the investment landscape for nonprofits and churches in 2024: “A Guide to Investing for Nonprofit Organizations” by Cerity Partners1. This comprehensive guide not only sheds light on the importance of a sound investment policy but also emphasizes the role of strategic planning in achieving long-term financial goals. Investing is more than just growing assets; it’s about making those assets work towards your organization’s greater purpose. Whether it’s funding a new community project or ensuring the financial health of your church, a well-managed investment portfolio can be a powerful tool for change. I’m here to help you navigate these waters, ensuring that your investments reflect the stewardship you uphold. Let’s connect and discuss how we can tailor an investment strategy that supports your mission and amplifies your impact.🙌 #NonprofitInvesting #ChurchFinance #StrategicPlanning #MissionDrivenInvesting

📣 One of the key responsibilities of a nonprofit board is to ensure the responsible management of the organization's assets. 💼💰 Selecting a qualified investment advisor is crucial in fulfilling this responsibility. The right advisor will serve as a trusted co-fiduciary, working hand-in-hand with your organization to optimize financial outcomes. Discover what factors to consider when selecting an asset manager for your nonprofit organization in our latest article, "How to Select an Investment Advisor for Your Nonprofit Organization." Gain valuable insights into the key qualities and considerations that can guide you towards making a well-informed decision. Read the article to empower your board with the knowledge and tools necessary to choose an investment advisor that aligns with your organization's goals and values. #NonprofitFinance #InvestmentAdvisor #FiduciaryDuty #FinancialManagement #NonprofitSuccess https://hubs.la/Q026qXD90

📣 One of the key responsibilities of a nonprofit board is to ensure the responsible management of the organization's assets. 💼💰 Selecting a qualified investment advisor is crucial in fulfilling this responsibility. The right advisor will serve as a trusted co-fiduciary, working hand-in-hand with your organization to optimize financial outcomes. Discover what factors to consider when selecting an asset manager for your nonprofit organization in our latest article, "How to Select an Investment Advisor for Your Nonprofit Organization." Gain valuable insights into the key qualities and considerations that can guide you towards making a well-informed decision. Read the article to empower your board with the knowledge and tools necessary to choose an investment advisor that aligns with your organization's goals and values. #NonprofitFinance #InvestmentAdvisor #FiduciaryDuty #FinancialManagement #NonprofitSuccess https://hubs.la/Q02d_CvM0

📣 One of the key responsibilities of a nonprofit board is to ensure the responsible management of the organization's assets. 💼💰 Selecting a qualified investment advisor is crucial in fulfilling this responsibility. The right advisor will serve as a trusted co-fiduciary, working hand-in-hand with your organization to optimize financial outcomes. Discover what factors to consider when selecting an asset manager for your nonprofit organization in our latest article, "How to Select an Investment Advisor for Your Nonprofit Organization." Gain valuable insights into the key qualities and considerations that can guide you towards making a well-informed decision. Read the article to empower your board with the knowledge and tools necessary to choose an investment advisor that aligns with your organization's goals and values. #NonprofitFinance #InvestmentAdvisor #FiduciaryDuty #FinancialManagement #NonprofitSuccess https://hubs.la/Q01ZzVvS0

Navigating the Landscape of Social Investing: The landscape of giving is evolving, and donors are increasingly recognizing the power of aligning their investments with their social values. Socially responsible investing (SRI) is an investing strategy that aims to generate both social change and financial returns for an investor. Below, find useful tips that can be equally beneficial for both those seeking to donate and nonprofit managers: 1. Identify Your Financial Needs: Assessing how much you can invest and what risks you can tolerate is crucial. Understanding your financial landscape lays the foundation for impactful social investing. 2. Prioritize Your Social Values: Delve into what matters most to you in terms of causes and values. The clarity of knowing your non-negotiables guides the investment selection process, ensuring your funds contribute to causes that resonate with your beliefs. 3. Understand Social Screens: Explore the positive and negative social screens used by financial management companies to evaluate corporate social responsibility. Request prospectuses from potential investment candidates and make informed comparisons. 4. Make Your Selection: Armed with a self-assessment and insights into socially responsible funds, choose the fund aligning closest with your financial and social objectives. Your selection becomes a powerful tool for driving positive change while pursuing financial goals. This shift towards social investing reflects a broader movement towards conscious, purpose-driven finance. For nonprofit managers in particular, understanding the mindset of socially conscious supporters can inform strategies and enhance the collaboration. #nonprofit #impactfulgiving #nonprofits #nonprofitleadership #nonprofitfundraising #nonprofitorganization #nonprofitmanagement #nonprofitmanagement  #donorrelations #fundraisingtips #nonprofitmarketing #donorappreciation #philanthropy #fundraising #foundations #charity #development #charitablegiving #nonprofitconsultant #charitablegiving #themariagroup #TMG

📣 One of the key responsibilities of a nonprofit board is to ensure the responsible management of the organization's assets. 💼💰 Selecting a qualified investment advisor is crucial in fulfilling this responsibility. The right advisor will serve as a trusted co-fiduciary, working hand-in-hand with your organization to optimize financial outcomes. Discover what factors to consider when selecting an asset manager for your nonprofit organization in our latest article, "How to Select an Investment Advisor for Your Nonprofit Organization." Gain valuable insights into the key qualities and considerations that can guide you towards making a well-informed decision. Read the article to empower your board with the knowledge and tools necessary to choose an investment advisor that aligns with your organization's goals and values. #NonprofitFinance #InvestmentAdvisor #FiduciaryDuty #FinancialManagement #NonprofitSuccess https://hubs.la/Q02pZCq50

📣 One of the key responsibilities of a nonprofit board is to ensure the responsible management of the organization's assets. 💼💰 Selecting a qualified investment advisor is crucial in fulfilling this responsibility. The right advisor will serve as a trusted co-fiduciary, working hand-in-hand with your organization to optimize financial outcomes. Discover what factors to consider when selecting an asset manager for your nonprofit organization in our latest article, "How to Select an Investment Advisor for Your Nonprofit Organization." Gain valuable insights into the key qualities and considerations that can guide you towards making a well-informed decision. Read the article to empower your board with the knowledge and tools necessary to choose an investment advisor that aligns with your organization's goals and values. #NonprofitFinance #InvestmentAdvisor #FiduciaryDuty #FinancialManagement #NonprofitSuccess https://hubs.la/Q0226yBD0

📣 One of the key responsibilities of a nonprofit board is to ensure the responsible management of the organization's assets. 💼💰 Selecting a qualified investment advisor is crucial in fulfilling this responsibility. The right advisor will serve as a trusted co-fiduciary, working hand-in-hand with your organization to optimize financial outcomes. Discover what factors to consider when selecting an asset manager for your nonprofit organization in our latest article, "How to Select an Investment Advisor for Your Nonprofit Organization." Gain valuable insights into the key qualities and considerations that can guide you towards making a well-informed decision. Read the article to empower your board with the knowledge and tools necessary to choose an investment advisor that aligns with your organization's goals and values. #NonprofitFinance #InvestmentAdvisor #FiduciaryDuty #FinancialManagement #NonprofitSuccess https://hubs.la/Q02BzGvn0

My latest in Carolina Journal: “As individuals and businesses engage in philanthropy, they become more than donors; they become social investors, strategically placing resources in areas that align with their values, goals, and vision for a better future. This social investment mindset is pivotal in creating a more resilient and responsive society.”