Date : April 2, 2019
Category : Nonprofit
For more than two decades, Harris Financial Advisors has demonstrated its commitment to the fiscal well-being and overall success of our nonprofit clients. We specialize in aligning investment strategy with philanthropic missions, supporting leaders in creating dynamic organizations, and providing resources and perspectives to maximize overall charitable impact. In addition to our work with charities, our clients are also associations, clubs and other not-for-profit organizations.
When it comes to successful investing, we recommend that nonprofits work with our team to develop a detailed investment policy that includes:
Establishing a clear sense of financial goals – and designating those who will be in charge of meeting those goals – helps organization leaders understand how a solid financial strategy can enable them to advance their nonprofit’s mission, sustain growth and build long-term fiscal health.
Offering investment guidance that leads to successful financial outcomes for our nonprofit clients is a key part of the work we do. Harris Financial Advisors’ expertise with nonprofits is demonstrated in the care and commitment we bring to developing investment strategies that account for the unique nature of each organization.
If your nonprofit needs to re-assess or develop your investment strategy, contact Harris Financial Advisors to discuss how we can work with you to support your organization’s mission.