A bonus episode on ethical, values-based investing for nonprofits. Mickey talks with Sean Hale of Sean Hale Consulting to briefly discuss the issue of investment philosophies. An investment philosophy is comprised of the organization’s high-level investment beliefs. These principles are a reflection of the organization’s culture and should transcend committee and staff members. A well-structured investment program features an investment philosophy that informs each portfolio’s investment policy.

We welcome support of the Nonprofit SnapCast via Patreon.