Blog

By Kevin Chambers

Headwater Investment Consulting currently manages investment accounts for 19 nonprofit organizations. Our expertise with nonprofits and responsiveness to requests from boards lifts the burden of fiduciary management off the shoulders of the board members. In this series of blog posts, we will examine why nonprofits invest and break out some governance practices all nonprofits should incorporate.

Part One: Why Nonprofits Invest

By Kevin Chambers

Last week, Kevin presented his Capstone project as the final step to complete the Willamette University MBA program. Scott and Tom were on hand to hear Kevin's presentation and snap a few photos. His Salem-based cohort will celebrate with a multiple-cohort, combined ceremony in January (so watch for the official graduation photos after the new year).  Way to go, Kevin!

It's that time again. As part of Fidelity’s money movement process controls, you will receive up to two notifications from Fidelity.  This first notice, to be sent out this week, is to confirm the current asset movement authorization (AMA).

By Kevin Chambers

By Kevin Chambers

By Kevin Chambers

By Tom Sherwood

On Sunday, Tommy graduated from the University of Oregon Executive MBA program. His Portland-based cohort celebrated with a ceremony at the Sentinel Hotel. Tommy’s wife Rose, his parents, brother, sister, and his wife’s parents, as well as Scott and Kevin,  attended the event.