Nonprofit Investment and Development Solutions

Nonprofit Investment and Development Solutions

Author: Roger Matloff

Publisher: John Wiley & Sons

Published: 2013-02-05

Total Pages: 208

ISBN-13: 1118331974

DOWNLOAD EBOOK

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. This guide will provide: Sophisticated investment and development principles that are easily understandable and adaptable Specific steps to take in order to avoid unnecessary investment risk and secure financial stability Solutions and techniques for capitalizing on opportunities created by funding shifts and evolving donor expectations Principles and practices of fiduciary responsibility, behavioral finance, socially responsible investing, strategic development planning and charity efficiency In addition, Nonprofit Investment and Development Solutions + Website offers a web site resource with a variety of online tools and templates to help readers implement key concepts discussed in this book.


Nonprofit Investment and Development Solutions, + Website

Nonprofit Investment and Development Solutions, + Website

Author: Roger Matloff

Publisher: John Wiley & Sons

Published: 2013-02-11

Total Pages: 208

ISBN-13: 1118304772

DOWNLOAD EBOOK

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. This guide will provide: Sophisticated investment and development principles that are easily understandable and adaptable Specific steps to take in order to avoid unnecessary investment risk and secure financial stability Solutions and techniques for capitalizing on opportunities created by funding shifts and evolving donor expectations Principles and practices of fiduciary responsibility, behavioral finance, socially responsible investing, strategic development planning and charity efficiency In addition, Nonprofit Investment and Development Solutions + Website offers a web site resource with a variety of online tools and templates to help readers implement key concepts discussed in this book.


Financial Management for Nonprofit Organizations

Financial Management for Nonprofit Organizations

Author: John Zietlow

Publisher: John Wiley & Sons

Published: 2018-04-06

Total Pages: 791

ISBN-13: 1119382599

DOWNLOAD EBOOK

Essential tools and guidance for effective nonprofit financial management Financial Management for Nonprofit Organizations provides students, professionals, and board members with a comprehensive reference for the field. Identifying key objectives and exploring current practices, this book offers practical guidance on all major aspects of nonprofit financial management. As nonprofit organizations fall under ever-increasing scrutiny and accountability, this book provides the essential knowledge and tools professional need to maintain a strong financial management system while serving the organization’s stated mission. Financial management, cash flow, and financial sustainability are perennial issues, and this book highlights the concepts, skills, and tools that help organizations address those issues. Clear guidance on analytics, reporting, investing, risk management, and more comprise a singular reference that nonprofit finance and accounting professionals and board members should keep within arm’s reach. Updated to reflect the post-recession reality and outlook for nonprofits, this new edition includes new examples, expanded tax-exempt financing material, and recession analysis that informs strategy going forward. Articulate the proper primary financial objective, target liquidity, and how it ensures financial health and sustainability Understand nonprofit financial practices, processes, and objectives Manage your organization’s resources in the context of its mission Delve into smart investing and risk management best practices Manage liquidity, reporting, cash and operating budgets, debt and other liabilities, IP, legal risk, internal controls and more Craft appropriate financial policies Although the U.S. economy has recovered, recovery has not addressed the systemic and perpetual funding challenges nonprofits face year after year. Despite positive indicators, many organizations remain hampered by pursuit of the wrong primary financial objective, insufficient funding and a lack of investment in long-term sustainability; in this climate, financial managers must stay up-to-date with the latest tools, practices, and regulations in order to serve their organization’s interests. Financial Management for Nonprofit Organizations provides clear, in-depth reference and strategy for navigating the expanding financial management function.


The Non Nonprofit

The Non Nonprofit

Author: Steve Rothschild

Publisher: John Wiley & Sons

Published: 2012-01-11

Total Pages: 261

ISBN-13: 1118180224

DOWNLOAD EBOOK

A top business leader shares the business principles he used to launch both a top company and a thriving nonprofit Nonprofit leaders know that solving pervasive social problems requires passion and creativity as well as tangible results. The Non Nonprofit shares the same business principles that drive the world's best companies, showing how they can (and should) be applied to the realm of nonprofits. Steve Rothschild personally crossed sectors when he left corporate America to found Twin Cities RISE!, a highly successful poverty reduction program. His honest story, and success and missteps, create an essential roadmap for any social venture looking to prove and boost its impact. Distills essential nonprofit principles such as having a clear and appropriate purpose, creating economic value from social benefit, and establishing mutual accountability Shares successful approaches from innovative organizations such as Grameen Bank, Playworks, Common Ground, Habitat for Humanity, Lumni, Caring Bridge, College Summit and RISE! Draws from the author's success in founding and building Twin Cities RISE!, which trains unemployed Minnesotans for living wage jobs. RISE! serves 1,500 participants each year As insightful as it is inspiring, The Non Nonprofit can help maximize the positive impact of any nonprofit.


Nonprofit Investment and Development Solutions

Nonprofit Investment and Development Solutions

Author: Roger Matloff

Publisher: Wiley

Published: 2013-02-05

Total Pages: 0

ISBN-13: 9781118335277

DOWNLOAD EBOOK

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. This guide will provide: Sophisticated investment and development principles that are easily understandable and adaptable Specific steps to take in order to avoid unnecessary investment risk and secure financial stability Solutions and techniques for capitalizing on opportunities created by funding shifts and evolving donor expectations Principles and practices of fiduciary responsibility, behavioral finance, socially responsible investing, strategic development planning and charity efficiency In addition, Nonprofit Investment and Development Solutions + Website offers a web site resource with a variety of online tools and templates to help readers implement key concepts discussed in this book.


Decolonizing Wealth

Decolonizing Wealth

Author: Edgar Villanueva

Publisher: Berrett-Koehler Publishers

Published: 2018-10-16

Total Pages: 215

ISBN-13: 1523097914

DOWNLOAD EBOOK

Decolonizing Wealth is a provocative analysis of the dysfunctional colonial dynamics at play in philanthropy and finance. Award-winning philanthropy executive Edgar Villanueva draws from the traditions from the Native way to prescribe the medicine for restoring balance and healing our divides. Though it seems counterintuitive, the philanthropic industry has evolved to mirror colonial structures and reproduces hierarchy, ultimately doing more harm than good. After 14 years in philanthropy, Edgar Villanueva has seen past the field's glamorous, altruistic façade, and into its shadows: the old boy networks, the savior complexes, and the internalized oppression among the “house slaves,” and those select few people of color who gain access. All these funders reflect and perpetuate the same underlying dynamics that divide Us from Them and the haves from have-nots. In equal measure, he denounces the reproduction of systems of oppression while also advocating for an orientation towards justice to open the floodgates for a rising tide that lifts all boats. In the third and final section, Villanueva offers radical provocations to funders and outlines his Seven Steps for Healing. With great compassion—because the Native way is to bring the oppressor into the circle of healing—Villanueva is able to both diagnose the fatal flaws in philanthropy and provide thoughtful solutions to these systemic imbalances. Decolonizing Wealth is a timely and critical book that preaches for mutually assured liberation in which we are all inter-connected.


Responsible Investing

Responsible Investing

Author: Matthew W. Sherwood

Publisher: Taylor & Francis

Published: 2023-05-15

Total Pages: 242

ISBN-13: 1000873633

DOWNLOAD EBOOK

Responsible Investing serves as a holistic resource on Environmental, Social, and Governance (ESG) investing for undergraduate and graduate programs. It provides a thorough background and history of ESG investing, as well as cutting-edge industry developments, introducing the reader to the rapidly evolving field of responsible investing. Building on the first edition, this second edition provides updates where appropriate, as well as new emphasis on the development of standards in terminology and metrics. Opening with the background of ESG investing, the book discusses the development of ESG risks and provides an overview of ESG rating systems. It outlines the current position of ESG investing in portfolio management through granular analysis, offers insight into common investor concerns about ESG investments, presents qualitative theories, and reviews literature modeling ESG investment performance. Finally, the authors provide readers with a foundation on the development of financial models measuring risk and return, which can be used to evaluate the performance of ESG investments. This edition features updated statistics and a new chapter on regulation, reporting, and taxonomy in ESG investing, as well as new international case studies. Following a summary approach, Responsible Investing is a valuable textbook, providing a context in which upper-level students of ESG investment and sustainable finance can specialize.


Forces for Good

Forces for Good

Author: Leslie R. Crutchfield

Publisher: John Wiley & Sons

Published: 2012-05-01

Total Pages: 469

ISBN-13: 1118118804

DOWNLOAD EBOOK

An updated edition of a groundbreaking book on best practices for nonprofits What makes great nonprofits great? In the original book, authors Crutchfield and McLeod Grant employed a rigorous research methodology derived from for-profit books like Built to Last. They studied 12 nonprofits that have achieved extraordinary levels of impact—from Habitat for Humanity to the Heritage Foundation—and distilled six counterintuitive practices that these organizations use to change the world. Features a new introduction that explores the new context in which nonprofits operate and the consequences for these organizations Includes a new chapter on applying the Six Practices to small, local nonprofits, including some examples of these organizations Contains an update on the 12 organizations featured in the original book—how they have fared, what they've learned, and where they are now in their growth trajectory This book has lessons for all readers interested in creating significant social change, including nonprofit managers, donors, and volunteers.


Measuring and Improving Social Impacts

Measuring and Improving Social Impacts

Author: Marc J. Epstein

Publisher: Routledge

Published: 2017-09-08

Total Pages: 288

ISBN-13: 1351276220

DOWNLOAD EBOOK

Identifying, measuring and improving social impact is a significant challenge for corporate and private foundations, charities, NGOs and corporations. How best to balance possible social and environmental benefits (and costs) against one another? How does one bring clarity to multiple possibilities and opportunities? Based on years of work and new field studies from around the globe, the authors have written a book for managers that is grounded in the best academic and managerial research.It is a practical guide that describes the steps needed for identifying, measuring and improving social impact. This approach is useful in maximizing the impact of different types of investments, including grants and donations, impact investments, and commercial investments.With numerous examples of actual organizational approaches, research into more than fifty organizations, and extensive practical guidance and best practices, Measuring and Improving Social Impacts fills a critical gap.


The Budget-Building Book for Nonprofits

The Budget-Building Book for Nonprofits

Author: Murray Dropkin

Publisher: John Wiley & Sons

Published: 2011-01-11

Total Pages: 242

ISBN-13: 1118047540

DOWNLOAD EBOOK

This best-selling nuts-and-bolts workbook, now in its second edition, has become the gold standard for nonprofit managers and boards who must work through the budget cycle. The book offers practical tools and guidance for completing each step of the budgeting process. Designed to be comprehensive and easy to use, The Budget-Building Book for Nonprofits provides everything budgeters and nonfinancial managers need to prepare, approve, and implement their own budgets. Includes new chapters on Zero-Based and Capital Budgeting as well as an accompanying website with spreadsheets, worksheets and a new budget-building software, the CMS Nonprofit Budget Builder, designed to help you implement the concepts in the book. The software includes an expandable standard chart of accounts (COA) and will aid in building, organizing, tracking and planning budgets.