Investment Plans for Non-Profits
Fair Advisors develops investment plans for nonprofits that balance short-, medium- and long-term objectives, and helps ensure that the nonprofit has sufficient resources to pursue its mission.
We aim for the nonprofits that we work with to achieve best practices in their investments planning because it helps everyone involved in the nonprofit - the nonprofit entity, the Board, the employees, the people the nonprofit supports and the donors.
A rigorous investment plan identifies goals of different lengths of time and identifies parameters for achieving those goals. It clarifies the process of investing for everyone and adds permanence within the evolving and fluid nature of nonprofit committees.