Author: Dexter Mantsch
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The Sustainable Endowments Institute (SEI) conducts research, education, and outreach to advance resilient institutional responses to climate change. For more on what we do, visit Initiatives or check out a timeline of our work. The book is organized around 10 principles that provide comprehensive explanations and advice on the major issues that challenge nonprofits: Principle 1. Setting Up the Right Foundation Management. Principle 2. Create Responsible Finance and Investment Committees. Principle 3. Draft a Clear Spending Policy and a Sound Investment Policy Statement. Principle 4. Understand Global Market Volatility and How It Affects Nonprofit Investing. Principle 5. Determine the "Right" Investment Rate of Return for Your Foundation. Principle 6. Marry Your Foundation's Asset Allocation and Spending Policy. Principle 7. Stay Ahead of the Market Curve. Principle 8. Fine-Tune Your Asset Allocation to Maximize Returns. Principle 9. How to Select Individual Stocks and Use Stop Loss Orders. Principle 10. Keep It Running Smoothly.