Having a sound investment plan in place can help housing non-profits and co-ops map out short- and long-term needs, grow existing reserves, and maintain confidence in times of uncertainty.
Whether you’re just getting started or looking to review an existing plan, our investment planning resources will provide tips to help you evaluate where you are, define where you want to go, and implement strategies to get there, while protecting your financial health.
Free resources include:
- A Detailed Guide to Investment Planning (click to download PDF)
- Guide to Investment Planning Checklist (click to download PDF)
- Investment Planning Webinar (click to watch recording)
If you have any questions or need more specific advice tailored to your organization, contact us!