What You Need to Know About Your Organization’s Investment Portfolio

Whether you’re on the foundation or charity side of finance, you probably have some funds to manage … and you probably know that poorly stewarded money creates more problems than it solves. Founder and CEO of Innovest Richard Todd identifies several common mistakes he has seen nonprofits make that weaken their portfolio—or worse, completely undermine their work. Read more from Richard Todd on Philanthropic Daily here.

(3-minute read)

Source: Philanthropic Daily, American Philanthropic

Innovest is a proud partner with American Philanthropic. American Philanthropic provides strategic consulting around capital campaigns, donor engagement, grant writing, fundraising, planned giving, leadership and management to nonprofit clients. Innovest shares in American Philanthropic’s passion in helping nonprofits achieve their financial goals so they can further their mission.

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Innovest's Richard Todd on the Givers, Doers, & Thinkers Podcast

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American Philanthropic to Partner with Innovest, Provide Clients With Access to Mission-Aligned Investment Guidance And Services