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Field Guide to Investment Planning for Associations

(Updated December 2013)

Making sound investment and financial strategy decisions is no easy feat, especially in light of the current economic conditions and recent banking industry meltdown. Though there is no perfect formula for an association or non-profit investment policy, there are many articles, books, and resources that detail common risks and best practices. Read on below to learn more. (K. Stockert, Information & Web Content Specialist)


Investment Planning Essentials

Financing Strategic Plans for Not-for-Profits, (Healthcare Financial Management, Jul 2013). Q

Monitoring and Evaluating Your Investment Performance: 10 of the Best Resources and Tools for Investors, (PR Newswire, Sept. 2013). Q

Recovery or Transformation: What Will Your Post-Recession REALTOR® Association Look Like? (AE Magazine, Winter 2012).

The Care and Feeding of a Healthy Organization, (Nonprofit Risk Management Center).

Reserves and the Recession, (Associations Now, Aug. 2009).

Financial Responsibilities of Nonprofit Boards, (BoardSource via Google Books, 2009).

The Nonprofit Board's Role in Mission, Planning, and Evaluation, 2nd Ed., (BoardSource via Google Books, 2009).

Can You Tap Your Endowment During a Downturn?, (Nonprofit World, July/Aug. 2009). Q

Investing with Care: How to Avoid Investment Scams and Surprises, (Nonprofit World, July/Aug. 2009).  Q

Make Good Use of the Treasurer & Finance Committee, (Nonprofit World, Mar./Apr. 2009).  Q

Can Board Members Be Liable for Investment Losses?, (Nonprofit Risk Management Center, Feb. 11, 2009).

Finance Supplement: Reserve Rules, (Associations Now, Mar. 2008).

Cash & Investment Management for Nonprofit Organizations, (John Wiley & Sons, Inc. via Google Books, 2007).

Good Cash Management Shows Good Stewardship, (Nonprofit World, Nov./Dec. 2007). Q


Sample Investment Policies

REALTOR® Association Resource Exchange, (National Association of REALTORS®, 2009).

REALTOR® Association Management Resources,  (National Association of REALTORS®, 2009).


Useful Websites

The U.S. Securities and Exchange Commission's Office of Investor Education and Advocacy "provides a variety of services and tools to address the problems and questions you may face as an investor." Though the Office cannot detail which investments to make, it does provide tools for avoiding fraud and making wise investment decisions.

The American Society of Association Executives, ASAEcenter.org, is an international membership organization comprised of trade association and society executives. Many of the resources on this website (including sample investment policies) are accessible only with ASAE membership, but parts of the website are free and publicly accessible, such as the Associapedia Wiki.

The Nonprofit Risk Management Center, NonprofitRisk.org, is a nonprofit organization that provides assistance to nonprofit organizations. The Nonprofit Risk Management Center offers accounting, investment, and budgeting modules for a fee. However, the Library offers some free, publicly accessible articles.


Research On Your Own

To search for the most recent articles on this topic, login to NAR's ProQuest account and enter subject terms such as:  

  • Nonprofit organizations and financial planning
    • Enter into ProQuest text box as SU(nonprofit organizations) AND SU(financial planning)
  • Nonprofit organizations and financial planners
    • Enter into ProQuest text box as SU(nonprofit organizations) AND SU(financial planners)

eBooks & Other Resources

eBooks.realtor.org

The following eBooks and digital audiobooks are available to NAR members:

Strategic Planning for Public and Nonprofit Organizations (Adobe eReader & Kindle)

Analysis of Financial Data (Adobe eReader)

The Budget-Building Book for Nonprofits (Adobe eReader)

Cash & Investment Management for Nonprofit Organizations (Adobe eReader)

Compliance Management for Public, Private, or Nonprofit Organizations (Adobe eReader)

Financial Management for Nonprofit Organizations (Adobe eReader)

Managing Risk in Nonprofit Organizations (Adobe eReader)

Model Policies and Procedures for Not-for-Profit Organizations (Adobe eReader)

Nonprofit Strategic Planning (Adobe eReader)

Not-For-Profit Budgeting and Financial Management (Adobe eReader)

Books, Videos, Research Reports & More

The resources below are available for loan through Information Central. Up to three books, tapes, CDs and/or DVDs can be borrowed for 30 days from the Library for a nominal fee of $10. Call Information Central at 800-874-6500 for assistance.

The complete guide to managing chapter funds, (Washington, D.C.: American Society of Association Executives, 2000). HF 294 V94

The policy sampler: a resource for nonprofit boards, (Washington, D.C.: National Center for Nonprofit Boards, 2000). HF 294 F63

Financial and accounting guide for not-for-profit organizations, (New York: John Wiley, 2000). HF 294 G91

Field Guides & More

These field guides and other resources in the Virtual Library may also be of interest:

Field Guide to Association Budgets and Reserves

Field Guide to Strategic Planning for Associations

InfoCentral Blog


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The inclusion of links on this field guide does not imply endorsement by the National Association of REALTORS®. NAR makes no representations about whether the content of any external sites which may be linked in this field guide complies with state or federal laws or regulations or with applicable NAR policies. These links are provided for your convenience only and you rely on them at your own risk.