5 Common Challenges of Investing for Non-Profits, Endowments and Churches The Capital Stewards Podcast

Sit on an Investment Committee or Nonprofit Board?
Stewarding the generous gifts of your congregation and community is a high calling but often leaders get stuck facilitating their investment committee. Investing with an organization is very different, and often more challenging, than personal investing. In this episode we discuss overcoming 5 challenges we see with organizational investors.
3:04 - Slow and Ineffective Investment Committees
9:20 - Lack of Focus on Asset Allocation
10:52 - Under-Developed Investment Policy
13:20 - High Fees and Lack of Transparency
15:00 - No Performance Tracking
More on Investing for Churches, Non-Profits and Endowments: https://www.thecapitalstewards.com/churches-non-profit-financial-advisor

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