Investment Governance for Not-For-Profit Boards and Foundations
General Advice Warning: Any advice on this site is general in nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information.
Most NFP boards have a fiduciary obligation to manage their organisation’s financial reserves prudently. In practice, this often means a term deposit rolling over year after year because nobody on the board feels qualified to make a different decision.
The problem is not a lack of options. The problem is a lack of governance infrastructure. Without an investment policy statement, a defined risk framework, a spending policy tied to the mission, and an ESG overlay that reflects the organisation’s values, the board cannot make investment decisions with confidence.
Build MyWealth works with NFP boards and foundations to build that infrastructure. We are not an institutional fund manager. We do not require a minimum fund size. We work with boards where the reserves range from $500,000 to $10 million and the challenge is governance, not scale.
The Three Governance Gaps in NFP Investing
What Build MyWealth Does for NFP Boards
Illustrative Scenario: The Community Foundation
Frequently Asked Questions
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Rates and thresholds should be confirmed on ATO published pages at the time of implementation, as indexation and legislation changes can occur.