Nonprofit Fundraising - Expanding the Gift by Investing

Learn how to make every donation grow through
smart investing and stewardship

Has your organization ever received an unexpected gift from a donor?

While it might sound like a dream scenario, surprise donations can raise important financial and strategic questions. Knowing how to manage these funds wisely ensures your organization benefits both now and in the future. Key considerations include:

- Identifying the best ways to use or invest the unexpected gift
- Balancing immediate organizational needs with long-term goals
- Strengthing donor stewardship and communication to maximize impact

Nonprofit Fundraising : Expanding the Gift by Investing - Watch Now

In the Nonprofit Fundraising-Expanding the Gift by Investing, you’ll learn how Eder Financial helps nonprofits make the most out of unexpected gifts, including how to:

Plan for both short-term and long-term financial opportunities
Evaluate investment options to grow the gift sustainably
Set up internal procedures to track and manage new funds
Ensure your organization is prepared for future expected contributions

Investment

Outline

Download Tool Now

Follow key steps to help your organization plan, steward, and invest unexpected donations effectively.

The downloadable tool, Investment Outline, helps you prepare to use financial contributions wisely- including how to:

Document the purpose and objectives of your organization's reserve, endowment, or investment fund
Define authority and responsibilities for boads, committees, or staff overseeing the funds
Set goals. withdrawl rules, and spending policies for responsible fund management
Outline performance review and plicy review processes to monitor and adjust as needed
And much more!

Investment Terminology Handbook

Downloadable Tool Available Soon!

A plain language guide to help nonprofits understand key investment terms and make confident financial decisions.

The downloadable tool, Investment Terminology Handbook, helps break down the most common investment concepts so your nonprofit can make informed choices. Use this guide to:

Understand key investment terms from basic concepts to more advanced terminology
Learn the major types of investments and how they differ
See how portfolios are structured and how different asset classes work together
Build confidence in financial conversations with advisers, boards, and committees
And much more!

Nonprofit Investment Guidelines Template

Available through a personalized consultation

This template provides a clear starting point for establishing your organization's investment fund. It guides your board, staff and advisors in defining oversight, responsibilities, and strategy, with easy-to-use fields to adapt the framwork to your organization's structure and long-term financial goals.

To schedule your consultation with the Eder Financial team, email: OI@eder.org

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The Eder Financial team is here to help you
on your fundraising journey.

Contact us today for more information at oi@eder.org

Still Have Questions?

Please call 800-746-1505 and choose option 1, or email us at retirement@eder.org.

Our team is available to assist you during our regular business hours, 8AM-4PM CST.

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Eder Financial serves individuals, organizations, and congregations affiliated with the Church of the Brethren as well as those of like mind within the broader faith-based and non-profit community.

The Denomination

Annual Conference
Bethany Seminary
On Earth Peace
Church of the Brethren

Headquarters

1505 Dundee Avenue,
Elgin, IL 60120
800-746-1505 (toll-free)

As of May 2022, Eder Financial, Inc. became the new name for the former Brethren Benefit Trust, Inc. As part of this rebranding, other names within the organization were changed as well. The former Brethren Foundation Funds, Inc. became Eder Organizational Investing, Inc.; and Brethren Foundation, Inc. became Eder Deferred Gifts, Inc. For a short period, visitors to the Eder Financial website may still find links, forms, and other references with the former names on them.