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Nonprofit investment & development : a guide to strategies and solutions for thriving in today's economy /
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...
| Clasificación: | Libro Electrónico |
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| Autor principal: | |
| Otros Autores: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, N.J. :
John Wiley & Sons, Inc.,
©2013.
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| Colección: | Wiley nonprofit authority series
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- 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