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eCIO

eCIO is a Registered Investment Advisor dedicated to serving nonprofits. Our team of fiduciary advisors partners with nonprofits in North Carolina and nationwide to manage their endowments and other investment assets. Our clients are of all types and sizes, each with different investment needs. Whether starting a new investment fund, replacing a self-managed approach with professional management, or looking to change investment advisors, nonprofits turn to eCIO for our deep understanding of nonprofit investment best practices.

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Fundraising and Donor Outreach in a COVID-19 World

Has your organization emerged from the aftermath of the COVID-19 crisis with its funding sources intact? Have you received feedback that your results are unclear or not meaningful? Presenter Andy Coe with Convergent Nonprofit Solutions will provide steps to move towards sustainable, ROI-driven investment, including:

  • Understanding the donor vs. investor difference
  • Identifying your most fundable outcomes
  • How to pivot your fundraising efforts for success