- Does the mission of your nonprofit align with your investment strategy?
- Do you know how to navigate the fiduciary waters? What kind of exposure does the nonprofit itself, and the board and the trustees have?
- Are you adhering to your Investment Policy Statement?
- When is the last time you benchmarked your foundation’s investment performance, costs/fees and Allocation to peer groups and actual indexed benchmarks?
- Does your 403b need a checkup? Should you offer a 401k instead?