Clare Golla, Vice President, Bernstein Global Wealth Management 

Maintaining adequate reserves is critical to your organization's longterm financial stability, and much energy is focused on successfully building that necessary safety net. The decision to build reserves is often followed, however, by numerous challenging questions for nonprofit boards and executives, such as:

How much should we have?

How should we invest?

When do we spend?

Who should decide?

How do we decide?

This session will explore the landscape of various types of nonprofit reserves, policy considerations, as well as frameworks to assist nonprofit boards and executives in making more informed decisions.  We hope you will leave with additional clarity and strategies for saving, investing, and spending to support your organization's goals and mission.