Find the Right Investment Advisor for Your Nonprofit
A step-by-step guide to making confident, mission-aligned financial decisions.
Why Your Choice Matters
Hiring the wrong investment advisor can cost your nonprofit more than just money — it can impact your mission. This practical guide walks you through the entire process: from identifying your goals and building an effective RFP to understanding fee structures, fiduciary duty, and investment philosophy.
What’s Inside the Guide
Make smarter decisions, protect your assets, and stay aligned with your organization’s values.
Key questions to ask potential advisors
How to structure an RFP that attracts the right candidates
Tips to avoid common pitfalls during advisor interviews
What to expect after hiring your advisor