Charting a Course toward Impact: When to Invest
Finance Anna Taylor Finance Anna Taylor

Charting a Course toward Impact: When to Invest

In Part 3 of Charting a Course Toward Impact, Ian Harvey explores how nonprofits can responsibly invest donor funds once short-term reserves are secure. He breaks down inflation risk, diversification, cost efficiency, and the importance of working with a CFP® and creating an Investment Policy Statement (IPS) to guide long-term financial decisions aligned with mission and goals.

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