Case 1: Strategizing for a Restricted Gift

A nonprofit received a large, seven-figure restricted gift that would allow the organization to deliver more impact than ever before. However, the organization did not have the appropriate knowledge to develop the necessary strategy, policies, and procedures to meet the donor’s intent and provide the proper level of oversight. Additionally, they wanted the services of an investment professional experienced with the specific requirements needed to manage a nonprofit endowment. 

Fairlight met with the nonprofit’s leadership team to develop solid spending and investment strategies to fit the donor’s philanthropic intent. In collaboration with the board of directors, Fairlight drafted policies to ensure ongoing compliance with the endowment strategies allowing the organization to move forward effectively and confidently.