The SEI Nonprofit Management Research Panel completed a comprehensive survey of executives and investment committee members from nonprofits in North America to dive into recent challenges including how nonprofits are addressing COIVD-19 and how they are incorporating diversity into their organization and investments.
Part 1: Governance and investment oversight
Over half of nonprofits believe that their board could improve its efforts to cultivate diversity amongst its members
Part 2: ESG and sustainable investing
30% of the nonprofits surveyed plan to incorporate or eliminate managers based on social/ESG values.
Part 3: Fundraising
Despite the continuation of challenges going into 2021, nearly 58% of respondents anticipate zero change to their fundraising goal.
Part 4: Asset allocation strategy
Nonprofits are building their current portfolio to drive expected investment returns. Return objectives for nonprofits surveyed ranged from as low as 2% to as high as 10%.
Part 5: Spending policy
64% of nonprofits today have a moving average spending methodology. Only 10% have a hybrid, which is down by 6% from our 2016 survey. 11% have a banded inflation, up from 5% in 2016.
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The survey was completed by 102 participants representing nonprofits with endowments ranging in size from $25 million to more than $5 billion. None of the respondents are current clients of SEI. The poll was conducted in January 2021 and is in a series of 5 chapters.
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