Transforming a non-profit’s windfall into strategic investment

A community-driven U.S.-based nonprofit experienced a significant economic windfall and sought strategic support to establish an investment fund aimed at expanding its impact and ensuring its long-term sustainability. Given our prior successful collaboration, the nonprofit turned to us over several leading Wall Street firms to help navigate this critical phase.

• Analyzed the nonprofit’s existing investment portfolio, compared it to market benchmarks, and ran financial simulations to categorize its investment profile.
• Integrated the organization’s long-term strategic priorities and identified the strengths of its investors through a detailed review of core documents and extensive interviews with executive and division leadership.
• Developed a customized investment framework tailored to the nonprofit’s goals, ensuring alignment with both financial sustainability and mission-driven impact.

Our comprehensive approach provided actionable recommendations that helped the nonprofit refine its investment strategy and strengthen its governance. Key outcomes included the diversification of assets, the establishment of separate endowment and impact-investment funds, and the development of a model to quantify the trade-offs between impact and financial returns. This allowed the organization to make more informed decisions, enhance partnerships, and improve record-keeping. Additionally, we helped design world-class governance structures that would support these initiatives. After receiving positive feedback from the Board, we assisted in operationalizing the endowment and impact-investment funds, ensuring the nonprofit could effectively manage and deploy its new resources to maximize both its financial growth and community impact.