Income & Investment

Finding Your Best Income Portfolio

By |2020-12-31T20:09:43+00:00February 17th, 2020|Categories: Advisory Newsletters, Finance & Economics, Income & Investment|Tags: , |

Unlike most businesses or governmental agencies, nonprofit organizations have no standard way of financing themselves.  Indeed, the variation in nonprofit financing patterns is enormous… So it is not surprising that nonprofit executives commonly ask:  What is the best income mix for my organization?

Checklist for Financial Health

By |2020-12-31T20:13:00+00:00February 14th, 2020|Categories: Finance & Economics, Income & Investment, Powerpoint Lectures|Tags: , , |

What do/should funders and lenders look at? (What’s on your list?)

›  Balance sheets

›  Income and expenses

›  Income diversification

›  Business plan

›  Reserve funds

›  Credit history

›  Endowment management

›  Governance

›  Organizational slack

›  Safety nets

›  Looming threats and nascent opportunities

›  Top salaries compared to peer institutions

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