A charity association facing challenges in strategic management of endowments and investments, aiming to ensure long-term sustainability and impact.
The Charity Association has encountered significant difficulties in determining a strategic direction for managing its endowments and investment portfolios, which is crucial for achieving developmental sustainability. To address these challenges, TDM Group was engaged to conduct an in-depth analysis of the association’s endowment data.
Through this analysis, TDM Group identified key gaps in current management practices and developed potential scenarios for effective endowment management. The team evaluated the expected return on investment and created a predictive model to project future income from endowments over the next ten years. This comprehensive approach equips the Charity Association with the necessary insights and strategies to enhance its financial sustainability and maximize the impact of its charitable activities, ensuring that it can continue to serve its community effectively.
