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Are you a nonprofit leader looking to align your organization’s financial goals with its mission-driven impact? Join us on September 18 at 1 PM ET for a comprehensive virtual workshop designed to help nonprofits of all sizes develop an Impact-Aligned Investment Policy Statement (IPS) that resonates with your values and supports your mission.
Key Takeaways:
- Understanding the Need for an IPS: Explore why every nonprofit should consider developing an IPS and the critical timing for creating one.
- Building the IPS: Learn the key components of an IPS, including goal setting, aligning values, and determining who should be involved in the creation process. We’ll guide you on how to assess when your organization is ready to utilize and align its corpus effectively.
- Strategies for Different Investor Groups: Tailor your approach with distinct strategies for accredited and non-accredited investors, ensuring your IPS is relevant and effective for both audiences.
- Ongoing Management: Understand the importance of monitoring and updating your IPS to adapt to changing circumstances and ensure continuous alignment with your mission.
Interactive Elements:
- Peer Collaboration: Engage in small, themed working groups with other nonprofits to exchange ideas and collaborate on collective action. Groups could be organized by size or impact focus, such as nonprofits aiming to support access to capital.
- Consultation Opportunity: Post-session, book a 90-minute consultation with Malaika Maphalala, an experienced nonprofit advisor, for a personalized deep dive into your organization’s IPS for just $500.
Who should attend
This session is ideal for nonprofit leaders, board members, and financial managers who are responsible for or interested in aligning their organization’s financial strategies with their mission-driven goals. Whether you’re a small nonprofit or a larger organization, this workshop will provide valuable insights and practical tools to help you develop and manage a robust IPS.
Don’t miss this opportunity to equip your nonprofit with the tools needed to create an impact-aligned IPS that supports your mission while addressing the diverse needs of accredited and non-accredited investors.