Don't Let Your Nonprofit Choose the Wrong Investment Advisor

There are certain questions every board should ask before entrusting your mission’s money with an investment advisor. 

Protect your organization’s resources and ensure your advisor truly works for you. Download our free guide: “A Nonprofit's Guide to Finding an Investment Advisor: 12 Essential Questions to Ask.” 

 

 

Download Your FREE Guide Now!

Finding the Right Financial Advisor Can Feel Like Walking Through a Maze Blindfolded

Many nonprofits tell us they feel: 

  • ▪️Unsure what questions to ask potential advisors 
    ▪️Frustrated by confusing fee structures and unclear reporting 
    ▪️Worried about whether their advisor is truly acting in their best interest
    ▪️Overlooked by their current advisor

If you’ve ever felt that way, you’re not alone, and that’s exactly why we created this guide.

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What You’ll Learn Inside: 

This checklist walks you through the questions every nonprofit should ask before hiring or renewing an advisor, including:

  • Are they a true fiduciary, legally required to put your nonprofit’s interests first? 
  • What are your total fees, and are there any hidden costs? 
  • Who actually holds your money, and how secure is it? 
  • Do they have nonprofit experience, or do they treat you like a personal investor? 
  • Will they help your board understand UPMIFA compliance and fiduciary responsibilities? 

Your Mission Deserves a Financial Partner You Can Trust

Your donors, board, and community count on you to make wise financial choices. When every dollar matters, you deserve straightforward answers.  
 
This guide can help you avoid costly mistakes and find an advisor who truly serves your mission.

Why We Created This Resource

With a track record of transparent, mission-aligned financial guidance, we're here to empower your nonprofit with the knowledge it needs to make informed decisions. That's why we created this simple, two-page guide to help you.

Ready to take the first step toward a strategic financial partnership that helps your nonprofit financial future soar?

Download this guide today and equip your board with the knowledge to make an informed decision.

Untitled design-2 Understand the common challenges in selecting an advisor.

Untitled design-2 Identify advisors that are aligned with your growth goals and mission.

Untitled design-2 Uncover value-added services from advisors by asking the right questions

Untitled design-2 Gain the knowledge to make an informed investment advisor choice.

 

Want to connect with an investment advisor? 

Contact us today by scheduling a free consultation or calling 800-321-2322.

 

 

 

©2026 Carnegie Investment Counsel.

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