Six Tips to Managing Endowment & Foundation Investments
The global pandemic caused unforeseen challenges for nonprofits that collectively serve millions of people. Can their endowments and foundations help mitigate these unprecedented difficulties?

This guide will help nonprofit executives as well as board and committee members effectively
navigate this crisis through wise investment strategies.
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Nonprofit leaders must make timely investment and
financial decisions
This guide addresses six primary financial matters that, if poorly managed, could prove devastating, no matter how noble the organization’s mission and cause.

For nonprofit leaders to enable a sustainable positive financial outlook for their organizations, they must engage these integral six strategies:
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This report is intended for the exclusive use of clients or prospective clients of DiMeo Schneider & Associates, L.L.C. The information contained herein is intended for the recipient, is confi dential and may not be disseminated or distributed to any other person without the prior approval of DiMeo Schneider. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verifi ed. Any forecasts represent future expectations and actual returns; volatilities and correlations will differ from forecasts. This report does not represent a specifi c investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regardin specifi c advice. Past performance does not indicate futureperformance and there is a possibility of a loss.