Webinar on demand
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Cash Reserves – Discover Ways to Better Manage Your Cash
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Here is What You'll Learn
Managing Cash Reserves
· How much cash should be available for operations?
· Is it appropriate to invest operating cash in a higher yield instrument? What about donor restricted funds? Should those be invested in a higher yield investment instrument?
· If so, what is recommended and how much risk is appropriate?
· We'll discuss several solid options to place cash that is safe and produces higher yields than checking or savings accounts that can be accessible when needed.
Donations - Other Options Besides Cash
· We'll visit other non-cash donation types and their advantages to the donor and the nonprofit organization.
· How to encourage your donors to create a financial plan for present and future donations.
· What tax advantages are there for donors giving non-cash donations?
· Explore how to develop a culture of generosity in your organization.
About Zach Hamilton
Zach is a Certified Financial Planner (CFP®) and Partner with Alterra Advisors, a financial planning and wealth management firm in Bellevue, WA. Zach brings his experience in non-profit governance/finance and combines it with his expertise in personal finance to help donors and non-profits optimize their finances so they can maximize their impact.
Comments from those attending previous seminars by B&N:
"I became aware of things that I didn’t know I needed to be aware of."
"Great practical information and lots of it in a short amount of time."
“I learned many things and even had a few things I do confirmed."