Tag
Asset Management
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GovernanceArticleOver 5 years old
Understanding the Visible and Hidden Costs in Your Investment Portfolio
Chances are, you could state-—to the penny—what you paid in occupancy costs last month. Could you do the…
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Organizational StrategyArticleOver 5 years old
Should Associations Rethink Investments in Foreign Stocks?
Approximately 60 percent of the world’s publicly traded companies are based outside the U.S. Yet many association investment…
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GovernanceArticleOver 5 years old
Three Smart Strategies for Monitoring Association Investments
When considering the association investment landscape, it is difficult to know what typical performance is and what makes…
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GovernanceArticleOver 5 years old
The Right Investment Strategy for Reserves
What are one or two best practices that associations should adhere to when overseeing investments? First, there needs…
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Organizational StrategyArticleOver 5 years old
How to Develop a Comprehensive Strategic Reserve
The foundation of most reserve policies is based on future risk. The policy is developed so that reserves…
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Organizational StrategyArticleOver 5 years old
Should Associations Invest in Index Funds or Actively Managed Strategies?
In today’s financial world, there are hundreds of market indices, and each tracks the performance of a specific…
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OperationsArticleOver 5 years old
Data: How Many Months of Reserves Do You Maintain?
Establishing and maintaining reserves is integral to any organization’s financial stability, yet a recent BDO benchmarking survey, “Nonprofit…
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GovernanceArticleOver 5 years old
Benchmarking Can Help Your Investments Measure Up
What are other associations doing with their investments? Until recently, when our clients asked us this question, we…
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LearningArticleOver 5 years old
A Simplified Way to Analyze Price Sensitivity
Many associations make pricing decisions based on pride, instinct, and inertia. You feel a program is worth $1,000,…
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OperationsArticleOver 5 years old
Five Big Problems With Tech Upgrades and How to Solve Them
You run a mid-sized association, and you've always kept your IT and technology costs as low as possible.…
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Organizational StrategyArticleOver 5 years old
Four Steps to Performing Your Own Portfolio Analysis
Have you ever said something like "members really love this program, but it never makes any money?" Or…
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GovernanceArticleOver 5 years old
Keep Your Bonds Safe with These Six Questions
In March, the Federal Reserve raised its benchmark interest rate a quarter percent. This hike came only three…
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OperationsArticleOver 5 years old
How Integrated Payables Can Streamline the Payments Process
The concept of integrated payables has been around for years, but recently, advances in technology and an increase…
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GovernanceArticleOver 5 years old
Keep a Close Eye on Investment Reserves
Investment reserves practices are an important component of an association board's stewardship. They provide additional revenue, fund capital…
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OperationsArticleOver 5 years old
4 Tips for Managing Market Volatility
After Brexit battered global financial markets in the second half of 2016, we were reminded that after eight…
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GovernanceArticleOver 5 years old
How Does Your Association Match Up to Common Investment Practices?
Launched in 2012, the annual Study on Nonprofit Investing (SONI), a joint research project of Raffa Wealth Management…
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Organizational StrategyArticleOver 5 years old
The Three-Bucket Approach to Balance Investment and Liquidity in Association Reserves
Recent market volatility, coupled with the 24-hour news cycle, can throw even the most seasoned investors off course.…
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Organizational StrategyArticleOver 5 years old
Prepare Your Investment Committee for a Low-Return Environment
Investment portfolios of nonprofit organizations including trade associations, professional societies, foundations, and endowments are facing strong headwinds following…
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FundraisingArticleOver 5 years old
Reach New Donors With a New Fundraiser Event
Charitable organizations struggle with adding revenue streams that do not cannibalize their existing revenue streams. You can only…
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Members onlyOperationsTemplateOver 5 years old
Property Manager
A job description for a property manager who oversees daily building operations, maintenance staff, budgets, tenant relations, contractor…
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GovernanceArticleOver 5 years old
Who Observes Your Reserves?
Everybody feels invested in an association's finances. Which isn't always a good thing. Eight years ago, Dale Blackwell…
