Investing for Non-Profits
Investing for Non-Profits
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“I wanted to make sure the business could continue without disruption. Granada helped us plan the transition properly, with clarity for everyone involved.”
Julie V.
NGO Board Chair
Investing
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Smart Investing Strategies for Non-Profits to Support Future Growth
Not sure if your funds should be invested?
Many non-profits want their capital to support long-term impact, but feel unsure where to start. Clear advice helps you explore investment options responsibly and with confidence.
Not sure if your funds should be invested?
Many non-profits want their capital to support long-term impact, but feel unsure where to start. Clear advice helps you explore investment options responsibly and with confidence.
Not sure if your funds should be invested?
Many non-profits want their capital to support long-term impact, but feel unsure where to start. Clear advice helps you explore investment options responsibly and with confidence.
Want growth without excess risk?
Leaving funds idle can limit future impact, while taking on risk can feel uncomfortable. A considered strategy helps balance growth and protection.
Want growth without excess risk?
Leaving funds idle can limit future impact, while taking on risk can feel uncomfortable. A considered strategy helps balance growth and protection.
Want growth without excess risk?
Leaving funds idle can limit future impact, while taking on risk can feel uncomfortable. A considered strategy helps balance growth and protection.
Need confidence at board and governance level?
Clear investment structures, transparent reporting, and ongoing reviews help boards and trustees feel confident decisions are well-governed and aligned with your mission.
Need confidence at board and governance level?
Clear investment structures, transparent reporting, and ongoing reviews help boards and trustees feel confident decisions are well-governed and aligned with your mission.
Need confidence at board and governance level?
Clear investment structures, transparent reporting, and ongoing reviews help boards and trustees feel confident decisions are well-governed and aligned with your mission.
Q: When should NGOs consider investing their funds?
Q: When should NGOs consider investing their funds?
When an NGO has the opportunity to think beyond today’s needs, investing can become a powerful tool for long-term impact. Once day-to-day costs are covered and surplus funds are set aside, investing helps those funds grow steadily and support the organisation into the future.
With clear governance and a strategy aligned to your mission and risk comfort, investing strengthens stability and helps ensure your work can continue for years to come.
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
Our funds are finally working for our mission.
“We had cash sitting idle because we were cautious about risk. Granada helped us invest responsibly, with full transparency and governance. Knowing our funds are growing while supporting our purpose has been incredibly reassuring.”
James Warwick.
NGO Board Chair
Our super stopped feeling like a black box.
“Having a long-term investment strategy in place has given us confidence to plan ahead. We can focus on delivering impact, knowing our finances are being managed responsibly.”
Leila Sanchez.
CEO, Community Organisation
How An Expert Advisor Can Help
How An Expert Advisor Can Help
How An Expert Advisor Can Help
Investing for Non-Profits Means:
Making every dollar work harder
We help charities and non-profits invest their funds strategically, so capital supports impact today and sustainability for the future.
Making every dollar work harder
We help charities and non-profits invest their funds strategically, so capital supports impact today and sustainability for the future.
Making every dollar work harder
We help charities and non-profits invest their funds strategically, so capital supports impact today and sustainability for the future.
Supporting long-term funding certainty
A considered investment strategy helps create reliable funding to support programs, operations, and future initiatives.
Supporting long-term funding certainty
A considered investment strategy helps create reliable funding to support programs, operations, and future initiatives.
Supporting long-term funding certainty
A considered investment strategy helps create reliable funding to support programs, operations, and future initiatives.
Aligning investments with your mission
Your investment approach is designed to reflect your purpose, values, and long-term objectives, not just short-term returns.
Aligning investments with your mission
Your investment approach is designed to reflect your purpose, values, and long-term objectives, not just short-term returns.
Aligning investments with your mission
Your investment approach is designed to reflect your purpose, values, and long-term objectives, not just short-term returns.
Providing clear governance
We offer transparent reporting and guidance to support boards, trustees, and committees in making informed decisions.
Providing clear governance
We offer transparent reporting and guidance to support boards, trustees, and committees in making informed decisions.
Providing clear governance
We offer transparent reporting and guidance to support boards, trustees, and committees in making informed decisions.
Balancing growth with responsibility
We structure portfolios to seek steady growth while managing risk and preserving capital entrusted to you.
Balancing growth with responsibility
We structure portfolios to seek steady growth while managing risk and preserving capital entrusted to you.
Balancing growth with responsibility
We structure portfolios to seek steady growth while managing risk and preserving capital entrusted to you.
Partnering with you over the long term
As your organisation evolves, we adapt your investment strategy to continue supporting your mission and greater impact.
Partnering with you over the long term
As your organisation evolves, we adapt your investment strategy to continue supporting your mission and greater impact.
Partnering with you over the long term
As your organisation evolves, we adapt your investment strategy to continue supporting your mission and greater impact.
Complete This Form To Unlock Your Personalised Wealth Plan
Get started by booking your Wealth Strategy Session and completing this form. This allows us to pinpoint opportunities, minimise risk and customise a plan that accelerates your wealth growth from day one.
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
Got Questions?
We’re Here to Help
Q.
What does investing for non-profits actually involve?
Yes, when done properly. Investing for non-profits isn’t about chasing returns, it’s about protecting and extending your mission. A well-structured investment approach helps preserve capital, smooth cash flow, and support long-term sustainability so funding isn’t solely reliant on donations or grants year to year.
A.
Q.
What does investing for non-profits actually involve?
Yes, when done properly. Investing for non-profits isn’t about chasing returns, it’s about protecting and extending your mission. A well-structured investment approach helps preserve capital, smooth cash flow, and support long-term sustainability so funding isn’t solely reliant on donations or grants year to year.
A.
Q.
What does investing for non-profits actually involve?
Yes, when done properly. Investing for non-profits isn’t about chasing returns, it’s about protecting and extending your mission. A well-structured investment approach helps preserve capital, smooth cash flow, and support long-term sustainability so funding isn’t solely reliant on donations or grants year to year.
A.
Q.
What does investing for non-profits actually involve?
Yes, when done properly. Investing for non-profits isn’t about chasing returns, it’s about protecting and extending your mission. A well-structured investment approach helps preserve capital, smooth cash flow, and support long-term sustainability so funding isn’t solely reliant on donations or grants year to year.
A.
Q.
Is investing appropriate for non-profits?
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Is investing appropriate for non-profits?
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Is investing appropriate for non-profits?
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Is investing appropriate for non-profits?
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What level of risk should a non-profit take?
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What level of risk should a non-profit take?
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What level of risk should a non-profit take?
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What level of risk should a non-profit take?
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What happens if funds are needed unexpectedly?
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What happens if funds are needed unexpectedly?
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What happens if funds are needed unexpectedly?
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What happens if funds are needed unexpectedly?
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What happens if funds are needed unexpectedly?
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What happens if funds are needed unexpectedly?
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What happens if funds are needed unexpectedly?
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What happens if funds are needed unexpectedly?
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We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.
Investment Advice
We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.
Investment Advice
We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.
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We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.
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We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.
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We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.
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Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.
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Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.
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Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.
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Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
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Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
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We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
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Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Book Your 30-Minute Wealth Strategy Session
Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
Book Your 30-Minute Wealth Strategy Session
Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
Book Your 30-Minute Wealth Strategy Session
Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
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