Case 5: Modernizing an Investment Policy and Strengthening Oversight A nonprofit museum had an investment policy and reserve funds in place, but the policy had not been meaningfully reviewed in years. The organization also lacked a dedicated investment committee, a formal review process, and ongoing guidance to ensure its investment strategy continued to reflect current financial needs and market Read More
Case 4: 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 3: 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 2: 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
Case 1: Strengthening a Capital Campaign Through Long-Term Financial Planning An independent school preparing for a future capital campaign wanted to expand its facilities while also strengthening its long-term financial infrastructure. At the time, the school had a small board-designated fund, significant cash reserves and incoming gifts managed on an ad hoc basis, no formal investment policy, and no dedicated Read More
