The NPO Dilemma: HR And Organizational Challenges In Nonprofit Organizations

Running a nonprofit organization (NPO) is challenging. As an executive, your responsibilities include strategy, program delivery, fundraising, and day-to-day operations. Not to mention board relationships, managing your numbers, keeping the lights on, and the “care and feeding” of the folks who arrive at work every day. NPOs require skilled staff in order to address strategic…

Special Challenges for Organizations with Small Investment Portfolios: A Case Study

This article was adapted from a March 8, 1999 presentation to the Strategy Institute’s “Foundation, Endowment and Not-For-Profit Investment Summit”, held in Toronto. In managing their financial assets, smaller foundations and endowments are affected by practical issues that large organizations may not need to consider. The main challenge facing organizations with smaller portfolios is twofold: gaining…

Developing the Investment Policy Statement

Any organization that has investments needs an investment policy statement. It is the document that articulates the investment objectives and constraints of the organization and is equally valuable whether investments are handled internally or by an external manager. An investment policy statement can be thought of as a job description for the investment manager. You…

Analyzing the Applicant’s Financial Statements: A Grantors’ Introduction

This article has been developed from a presentation to The Canadian Centre for Philanthropy’s Fourth Grantors’ Conference for Foundations on June 17. 1986, in Toronto. The authors wish to acknowledge the contribution to this article of the late George Blodgett. Whether they were established to further the cause of the arts, social services, medical research,…

Institutional Investment in Foreign Markets

Introduction The subject of foreign investments is not new to us in Canada-we have been interested in having foreigners invest in our country for many years now. However, the subject ofthis paper is Canadian investment in overseas markets and I would like to cover three particular areas: • the benefits of international investment; • international…