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A Fairlight Advisors Nonprofit Financial Planning Update: 9.30.22

September 30, 2022

Well, it’s been a wild ride in the stock market this week for nonprofit investors, much like living at home with a teenager, I’ve still got one of my own here. But we’ve all been teenagers once upon a time, we’ve been cold, one minute, hot and bothered the next up, down. And that’s a lot of what we’ve been experiencing in the market this week. But here at Fairlight advisors, we sit down with our nonprofit endowment clients, and we review the financial plan we created at the beginning, we always make sure we look at the short term, medium term and long term time horizon and allocate the funds according accordingly. So we have clients who have reserves, rainy day funds, and then their long term investments. Some actions that nonprofit leaders can take at this time, is looking at whether you want to take your four or 5% distribution from your board fund or your endowment this year, or if you’d like to wait another year to decide if you’re going to take that distribution, given that that the markets in bear territory this year, some other actions folks are taking is looking at non-essential expenses in the nonprofit budget. Are there potential opportunities to trim? Are there ways to do more optimization with technology with staff? So there are opportunities here at this time, even though it is looking like it’s a very volatile time. Please reach out we’ll sit down with you. We’re always ready to have a conversation.


Talk to the financial experts at Fairlight Advisors to learn more about managing your nonprofit’s investments. Schedule a free consultation today! 

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Fairlight Advisors

At Fairlight, we are uniquely positioned to combine our investment experience with a strong working knowledge of the nonprofit ecosystem in order to bring targeted and effective solutions to bear on today’s nonprofit needs. We work with both teams and individuals to manage risk and optimize investments so our clients’ time is free to continue their primary social mission. We’re hands-on, personal, and we get results.

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Fairlight Advisors, LLC
505 Montgomery Street
10th Floor
San Francisco, CA 94111
Phone: 1.844.309.6248
Email: support@fairlightadvisors.com
1.844.309.6248
support@fairlightadvisors.com
505 Montgomery Street
10th Floor
San Francisco, CA 94111
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Fairlight Advisors LLC (“Fairlight”) is a registered investment advisor offering advisory services in the State of California, Washington, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Follow-up or individualized responses to consumers in a particular state by Fairlight in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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