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Nonprofit investing fees - end the waste


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Are you looking for a better way to manage your nonprofits endowment? Many US nonprofits are wasting money on investing fees that don't serve the interests of their organization.

Published in: Government & Nonprofit
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Nonprofit investing fees - end the waste

  1. 1. Every year US nonprofits waste $60 billion on investing fees that don’t serve the interests of their organization. That’s almost 20% of money raised each year going towards investing fees. These fees matter - they devour hard won gifts and investment returns. NONPROFIT DOLLARS & CENTS $4 T+ ASSETS $360 B GIFTS $60 B+ WASTE Investing Fees Let’s Eliminate Waste Organizations using costly investment products are spending staggering amounts on fees. 10xmore in fees Source:WSJcalculations,InvestmentCompanyInstitute,30yeartimehorizon $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 Year 30Year 20Year 10 Impact of Investment Costs on Asset Balances -22% 0.25% Annual Cost 0.90% Annual Cost Source:Vanguard.Assumes$100,000balance,yearlyreturnsof6%reinvested. 22%less assets Higher fees eat up investment returns. Excess investment fees reduce the amount you earn …. compounding to 22% less in assets after 30 years. High Quality. Low Cost. Software based. Investment Management for Nonprofits Investment advisory services are offered thru Meritam Investment Advisors, Inc. This communication does not constitute investment advice, and is not intended to meet the objectives or suitability requirements of any specific account. Meritam designs high quality, low cost investment strategies Customized for your organization Enabled by technology TRY YOUR FREE DEMO Learn More NOW IS THE TIME TO EDUCATE OURSELVES ABOUT INVESTMENT FEES MANAGE YOUR FEES Managing Your Fees More Money for Your Mission = $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 Low Cost Index Fund Average Stock Mutual Fund Fees Wasted Fees