Case 3: Creating a Cost-Effective Retirement Program with Ongoing Support A nonprofit’s head of HR was looking to replace the organization’s high-cost retirement program. The nonprofit’s relationship manager at the existing investment firm was difficult to reach when HR had critical questions and the platform that technology platform that was used to administer the plan was complex and glitchy. Fairlight Read More
Case 2: Growing Liquid Assets Through Endowment Management A growing nonprofit was sitting on a large cash bank balance that accumulated over years of successful fundraising. However, keeping the funds in a bank account was earning nothing in potential investment income. Nonprofit leadership’s objective was to be more proactive with its finances by ensuring that the organization: had appropriate cash flow in Read More
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 Read More
