Financial guidance for nonprofits
For more than 30 years, BDO’s Private Wealth Advisers have been helping a range of organisations, including not-for-profits, understand their financial situation. We help you define your organisation’s goals and then work with you to develop strategies to achieve them.
When not-for-profits thrive, communities thrive
With experience with all manner of not-for-profits, our advisers can provide tailored advice for managing your objectives.
- Education of Board members about investing larger sums
- Assessing the level of risk the organisation is prepared to take versus the level of return expected
- Assessing the level of income versus the level of expected growth
- Providing parameters for asset allocation, selection of fund managers, and monitoring ongoing performance against actual returns
- General Board corporate governance including respective Board/management responsibilities
- The alignment of the goals and objectives of the organisation with the investment policy
- Ensuring the short, medium, and long-term funding requirements match your cash flow projections
- Ensuring the investment policy’s short, medium, and long-term strategies are appropriate
- Ensuring the mix of investments and fund managers is appropriate and in line with the investment policy.
Find out more about BDO’s Not-For-Profit industry specialists.
