Not-for-Profit advisory

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.

Cystic Fibrosis Queensland

Cystic Fibrosis Queensland

Petrina realised in early 2020 that charities could not rely solely on funds and grants to grow their entities. It was evident that NFPs require their own income streams. That’s when Petrina approached BDO's Private Wealth team to enquire about starting an investment portfolio.

BDO has been there to support us through our journey, providing guidance when it comes to our investment accounts, advising on forecasting and guiding me as to where Cystic Fibrosis Queensland should invest our funds.