Course Description
Every nonprofit board eventually asks the same questions: Do we have enough in reserves? Are we taking the right amount of risk? Are we making the best use of our assets? This session moves the reserve conversation beyond rules of thumb like the “3-6 month” standard, offering a purpose-driven framework for segmenting reserves by objective and time horizon, and using peer benchmarking data (via Raffa’s Study on Nonprofit Investing dashboard) as helpful context rather than a prescription to copy. Attendees will also come away with topics for discussion to strengthen governance and oversight of investment and reserve decisions.
Event Details
- Date: September 15, 2026
- Time: 12:00PM to 1:00PM
- Field of Study: Governance, Leadership, and Accounting
- Program Type: Virtual
- Delivery Method: Virtual
Learning Objectives
- Rethink the investment reserves in a way that aligns with the organization’s financial realities, risks, and goals.
- Develop a framework for setting reserve strategies, evaluating policies, engaging with volunteer boards, and using peer benchmarks thoughtfully to inform decisions.
Who Should Attend
CEOs, CFOs, COOs, Nonprofit Board members, including members of the Investment, Audit, and Finance committees.
Registration Information
- To register, please use the registration link provided in the meeting invitation or contact Lexie at 202.293.7000.
Additional Information
- Prerequisites: None
- Advance Preparation: None
- Program Level: Basic to Intermediate
Cancellations
If you must cancel, please notify us at least 24 hours prior to the session by calling 202.293.7000.