As a board or finance committee member, you want to strengthen your organization’s position today, while ensuring its long-term sustainability. This calls for a proven partner that supports your goals, satisfying complex fiduciary requirements while also adapting to market changes as needed.
Here’s what our approach will accomplish for you:
The RTD Approach
Listen
- Share your organization’s story with RTD
- Express the nonprofit’s big picture strategic goals
- Communicate the needs of today and tomorrow
- Envision how you define the entity’s success
Analyze
- Understand your nonprofit’s reserve policies and board restrictions
- Quantify the current and future needs of the organization
- Identify fiduciary breaches in IPS
- Evaluate committee’s investment risk tolerance
Strategize
- Learn the potential challenges of reaching strategic goals
- Discover the investment risk level to meet these goals and needs
- Collaborate on improvements to IPS
- Determine investment cost savings opportunities
Formalize
- Clarity on cash flows coming from investment reserves
- Eliminate deficiencies in IPS
- Meet fiduciary duties by documenting investment plan
- Create transparency and trust for committee members
Implement
- Delegate investment management liability
- Conveniently stay informed via website or RTD mobile app
- Easy online access to all fiduciary reports
Monitor
- Clarity that investment plan continues to match goals
- Easily evaluate progress in meeting targeted investment returns
- Reduced fiduciary burden from documented ongoing compliance with IPS