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Book Cover
E-book
Author Matloff, Roger, 1959-

Title Nonprofit investment & development : a guide to strategies and solutions for thriving in today's economy / Roger Matloff and Joy Hunter Chaillou
Published Hoboken, N.J. : John Wiley & Sons, Inc., ©2013

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Description 1 online resource
Series Wiley nonprofit authority series
Contents Nonprofit Investment and Development Solutions: A Guide to Strategies and Solutions for Thriving in Today's Economy; Contents; Preface: Here We Are; Background: Where We Have Been; Multiple Factors; This Book's Setup; Acknowledgments; CHAPTER 1: Philanthropy History and Statistics; American Philanthropy; Examining the Statistics; Summary; CHAPTER 2: Fiduciary Responsibility; What Is a Fiduciary?; What Are the Duties of the Fiduciary?; Pressure on Fiduciaries from Increased Volatility; Protecting the Assets-The Prudent Investor; Training and Education of Fiduciaries
Increasing Government RegulationProtecting the Mission; Effective Use of Professional Consultants; Valuable Resources; Summary; CHAPTER 3: New Roles for the "New Reality"; The Investment Consultant; The Investment Committee; Fundraising and Finance; Investment Policy Statement; Summary; CHAPTER 4: Behavioral Finance; The Psychology of Investing; Behavioral Factors and Investing; Psychology and Decision Making; The Psychology of Group Decisions; Behavioral Finance and Investment Consulting; Summary; CHAPTER 5: Understanding Risk; The Individual and Risk; Biases; Investment Committee Psychology
Risk and the FiduciaryGroup Dynamics and the Nonprofit; The Theory of Groupthink; The Blind Risk Model; Understanding Individuals-Gathering Information; Assessing the Power on the Investment Committee; Completing the Process; Summary; CHAPTER 6: Asset Allocation; Asset Allocation Analysis; Types of Risk in Asset Allocation; Risk and Portfolio Performance; Preparing for Asset Allocation Analysis; Summary; CHAPTER 7: The Investment Policy Statement; The Elements of an Investment Policy Statement; The IPS Provides Essential Discipline; UMIFA and UPMIFA; IPS and Investments
The IPS and Asset AllocationThe IPS and Risk, Return, and Money Manager Retention; The IPS and Major Donors; Summary; CHAPTER 8: Money Manager Selection; The Goal; Outlining the Process; Step 1: The Search; Step 2: The Evaluation; Step 3: The Analysis; Step 4: Selection; Summary; CHAPTER 9: Dynamic Portfolio Optimization; Before Modern Portfolio Theory (MPT); Modern Portfolio Theory; The Efficient Portfolio; The Mean-Variance Model; Dynamic Asset Allocation and Market Timing; Summary; CHAPTER 10: Investment Program Analysis; Monitoring Accounts; The Procedure; Assessing Money Managers
The EvaluationSummary; CHAPTER 11: Socially Responsible Investing; The Roots of Socially Responsible Investing; What Exactly Is Socially Responsible Investing?; How Do We Accomplish Socially Responsible Investing?; The Risks of Socially Responsible Investing; Additional Means of Accomplishing SRI; Why Does a Nonprofit Implement an SRI Portfolio?; Summary; CHAPTER 12: The Changing Landscape for Fundraising; Our New Reality; Donor Motivations; Communication Strategies; Revenue Source Diversification; The Strategic Development Plan; Understanding Donors; Effective Communication Tools
Summary Solid guidance for managers and trustees to better position their nonprofits now and in the future The Great Recession has left a paradigm shift for nonprofit leadership and their board members as fiduciaries. It has changed how boards make, evaluate and document investment decisions, the risks they are willing to take and the way these details are communicated to donors. Nonprofit Investment and Development Solutions + Website will provide solid guidance for nonprofit leadership, staff and volunteers to better position their nonprofits to thrive now and in the future
Notes Includes index
Bibliography Includes bibliographical references and index
Notes Print version record and CIP data provided by publisher
Subject Nonprofit organizations -- United States -- Finance -- Management
Investments -- United States
BUSINESS & ECONOMICS -- Personal Finance -- Investing.
Investments
Nonprofit organizations -- Finance -- Management
United States
Form Electronic book
Author Chaillou, Joy Hunter, 1969-
LC no. 2012040947
ISBN 9781118334164
1118334167
9781118331972
1118331974
Other Titles Nonprofit investment and development