Nonprofits Insurance Alliance (NIA)’s Post

LBG Canada companies, like RBC, invest in community. RBC’s community investment commitment of C$2 billion by 2035 demonstrates how companies can align their CI efforts with pressing societal needs. Strategic investments like these ensure that charitable funding not only addresses immediate challenges but also drives long-term solutions, benefiting communities and creating meaningful impact. How we report matters. Learn more about RBC’s Purpose Framework – Ideas for People and Planet here: https://lnkd.in/gZDwURDa #StrategicGiving #CommunityImpact #SocialPurpose #RBC #RBCFoundation #Ideasforpeopleandplanet #CommunityImpact #CorporateResponsibility #CSR #CIMatters #ESG #CommunityInvestment  #ReportingStandards

Navigating the world of social investment is not always easy. Good Finance UK have launched their Advisor Directory to help charities, social enterprises and community organisations who are looking for investment. If that's you, I recommend taking a look. The link can be found here: https://lnkd.in/eDQHmcCJ #socialinvestment

Investors are adjusting their portfolios to reflect a new economic reality post the era of ultra low interest rates. In addition, the clarity provided by the Charity Commission in their updated CC14 guidance last year has prompted charities to consider allocations to investments aligned to their charitable purpose. In this note, we summarise the key investment trends we have observed for not-for-profit investors over 2024.

Excellent note from my colleague Matt Hurshman on our key observations for not-for-profit investors: - Higher yields presents an opportunity to reappraise fixed income portfolios. - More investors are considering allocations to private markets and renewable energy infrastructure. - Revised guidance from the Charity Commission for England and Wales has promoted charities to review their approach to responsible investment. #NotForProfit #Charities #Investment #Aon #BetterDecisions

Diversify and Thrive! Nonprofits, explore alternative investments beyond stocks and bonds for higher returns, unique opportunities, and mission alignment. Our latest article explains how nonprofits can enhance financial stability and mission impact by exploring alternative investments: https://rb.gy/gowm02 #NonprofitInvesting #Diversification #MissionAlignment #TaxImplications #FinancialStrategy

For nonprofits, the first step in creating an effective and successful investment committee starts before you select committee members. Learn what nonprofit boards should consider when creating an Investment Committee Charter and Investment Policy Statement. https://bit.ly/44an70J

Do you have a core purpose that drives what you do? I mean a purpose beyond the normal stuff… paying the mortgage, caring for your family and friends, and being a good citizen. Helping charities and 'for purpose' leaders to deliver positive social impact is mine; it fires me up immensely! It is the motivation behind the podcast and the volunteer board roles I perform. Professionally, it is why I joined Trust Management NZ, a simple case of alignment on purpose. #purpose

The Partnership Investments program mobilizes relationships and resources to strengthen the sector in four priority areas and in ways that no one partner can do alone. Through different types of partnership activities, we strategically work towards our long-term goals in the following four areas: ✅ An inclusive and resilient sector ✅ Data and learning ✅ New sources of capital ✅ Social research and development (R&D) Read more ⤵️

For your consideration: meeting your mission by sharing best practices learned through advising and working with nonprofits from coast-to-coast. Northern Trust Wealth Management Northern Trust Northern Trust Foundation and Institutional Advisors Pratice LinkedIn for Nonprofits to #nonprofits #philanthropy #investmentcommittees #investmentpolicystatements #boardgovernance #missionstatements