Key considerations for nonprofits

We’re deeply committed to driving business success for nonprofits, and we’ve curated this collection of insights and resources to help you achieve your goals.

Investment committee materials

Fulfilling your mission

This tool kit provides fiduciary best practices for nonprofits. It describes the expectations and responsibilities of nonprofit investment committee members, including your role as a fiduciary, and offers helpful information on charters, investment policies, and more.

Market volatility playbook

Market volatility and asset allocation

During tumultuous periods, you may be asking how you can protect your investment portfolios and your spending against downturn. While there’s no turnkey solution for nonprofit organizations, we’ve identified a common set of factors for you to consider. 

Additional resources

This is an important part of your business. And you’ll need someone at your side you can trust to help you with it. That’s us. Please reach out for more information about how we can work together.
Or simply give us a call at 888-888-7064. If you’re already a client of ours, you can contact your representative.

For more information about any fund, visit or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.

All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.