In this quarterly report, we explain how rising energy prices ripple through the economy — and what that means for long-term investors and nonprofit leaders managing portfolios. Download full snapshot here. Read More
Technology Resilience: The Overlooked Risk That Can Threaten Your Nonprofit’s Mission
When nonprofit leaders talk about resilience, they usually focus on fundraising, cash reserves or donor diversification. But there’s another threat — less visible, often less understood — that can derail your operations overnight: technology resilience. To help nonprofit organizations better recognize these risks, we spoke with Alex Rayter, Principal at Phoenix 2.0, Inc. and a seasoned Fractional CIO who supports Read More
Why Board Buy-In Matters Before Launching an Endowment Campaign
In this article: Board support should be in place before an endowment campaign reaches donors. Trustees need a clear grasp of the fund’s purpose, the policies behind it, and the campaign structure, along with shared agreement on goals, timing, and messaging. Early board giving and visible advocacy create internal credibility and give the public phase a far better launch point. An endowment campaign asks people to Read More
Our Investment Beliefs: How Fairlight Advisors Helps Nonprofits Thrive for the Long Run
At Fairlight Advisors, we work exclusively with nonprofits — foundations, endowments, and mission-driven organizations. Every dollar you steward represents someone’s generosity and a community’s hope. That’s why we view investing not just as managing money, but as protecting your mission today and for generations to come. Our investment approach is built on a set of core beliefs shaped by years of experience working Read More
We Believe in Strong Communities — And We Stand with Those Who Serve Them
In recent months, we’ve been told to “stick to business” in what we say publicly. But the truth is simple: There is too much going on in the world that is horrifying and heartbreaking. And what’s happening in our country affects the communities our nonprofit partners serve every day. Silence doesn’t serve anyone. We stand with our neighbors, we stand with the rule of law and we stand with democracy through access to Read More
Hidden Facilities Risks That Threaten Nonprofit Financial Resilience
Expert Insights from Benjamin Osgood, Managing Director, Recreate Commercial Real Estate As a nonprofit leader, you want your organization to be financially resilient so you can fulfill your mission no matter what — and build lasting trust with donors, stakeholders, and the communities you serve. But nonprofit financial resilience isn’t only about revenue streams, budgets, and reserves. One of the most overlooked Read More
Board-Designated Funds and Endowments Can Fuel Your Mission’s Future
In this article: Nonprofits that build long-term funds gain freedom to plan boldly instead of reacting to every budget shock. The path starts with a clear operating reserve target, then a policy-driven board-designated fund that supports strategic needs. Once those are in place, an endowment can anchor truly long-term commitments. Strong governance ties it all together: thoughtful investment, reserve, and board fund Read More
Now Is Always the Time: Why Nonprofits Can’t Wait for the “Right Moment” to Invest
Nonprofit leaders are no strangers to uncertainty. They navigate fluctuating funding cycles, shifting community needs, evolving regulations, and unpredictable economic environments. Yet when you have an endowment or board fund — or are considering launching one — one question seems to resurface with renewed urgency in every moment of market turbulence: “Is now a good time for our nonprofit to invest?” This concern is Read More
The Shift to Sustainable Endowments
Nonprofit organizations and endowments face a unique challenge: balancing the need for capital preservation with the imperative for long-term growth. As market conditions evolve, so too must the investment strategies that underpin these vital missions. The Shift: From Treasuries to Growth-Oriented Portfolios Historically, many nonprofits have favored conservative investments — think treasuries and money market funds. Read More
Nonprofit Endowments Demystified: How to Get Started
Key Takeaways from a Live Webinar with Nonprofit Finance, Fundraising, and Governance Experts If you work in the nonprofit sector, chances are you’ve had at least one conversation about endowments that ended with more questions than answers. Are endowments only for large institutions? Do they take funding away from today’s mission? And how do you even know if your organization is ready? To tackle those questions Read More











