We conducted a comprehensive survey asking 250+ nonprofit executives questions about managing nonprofits. The results are clear: It's more challenging than ever to meet financial goals while staying focused on the mission. Lack of resources and limited budgets mean organizations need to make every dollar count.

Survey Finding #1: Committees often do not have the time and resources needed to effectively manage the investments.

  • Specifically,  36% of poll participants are concerned about the resources required to perform the necessary due diligence 
75% of poll participants would work with a discretionary investment provider (OCIO)

Survey Finding #2: Most nonprofits haven't experienced an increase in revenues from fundraising.

  • Specifically, 55% of participants reported flat or decreased fundraising revenues over the past three years. Yet 87% of nonprofits plan to spend the same or even increase spending in the next year.

Survey Finding #3: Most nonprofits are experiencing significant governance concerns.

  • Specifically, 34% of committees surveyed said that less than two people on the committee have investment experience. Rarely do they have extensive experience in alternative investment options.

How to alleviate financial challenges

It makes sense to implement an investment strategy that drives strong, sustainable, risk adjusted returns that helps support nonprofits financial obligations. Even though an organization may be lacking capabilities and resources internally, partnering with a large investment outsourcing organization like an OCIO can help build a better infrastructure, increase diversification and bring more access to more asset classes.

Improve your efficiency and strategic focus

We act as an extension of your staff, focused on your long-term goals.

We’ll give you dedicated staff, expert advice, timely manager changes, risk monitoring and goals-focused reporting.

How we're different