Insights

A non-profit spending policy is unique to that organization and reflects their mission, values, needs and goals. In this article we explain why a nonprofit spending policy is important, and how it can provide clarity in uncertain times.

The term “spending” often gets scrutinized for the sake of saving and investing. Creating a values-based spending plan offers an opportunity for financial empowerment, intentionality, and fulfillment.

The Etergino Group has worked with clients to specifically address racial inclusion and diversity by investing with women- and minority-owned asset managers.

Investing in women and girls not only supports gender equality, but also yields higher social and financial returns.