Join SAX’s Nonprofit Group and SAX Wealth Advisors for an educational webinar on July 30 at 2 PM EST, designed specifically to help nonprofit leaders, board members, and financial decision-makers optimize their investment approach and better support long-term impact.
During this session, our speakers will dive into:
- Becoming more donor-friendly through your investment policy
- Aligning your portfolio with your organization’s mission and values
- Developing and refining impactful investment policy statements
- Implementing investment best practices tailored to the nonprofit sector
Whether you’re building your investment policy from scratch or fine-tuning an existing strategy, this webinar offers practical insights to help you feel more confident in your organization’s financial future.
This webinar is intended for educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. The views expressed are those of the presenters and do not necessarily reflect the views of their affiliated organizations. Attendees should consult their own financial and legal advisors before making any investment decisions. This content is not intended for use by retail investors.
Wednesday, July 30, 2025 | 2 PM EST | Zoom Webinar
Meet the Speakers
