Charitable Organizations and Other Not-for-Profits
You Have A Mission.
We Can Help.
Bank of Albuquerque can help you manage, grow and protect your assets, so you can focus on your mission.Let us help you:
- Meet your fiduciary responsibilities
- Achieve your financial goals
- Maximize your impact
Invested in Our Local Communities
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$9+M
Contributed from BOK Financial and the BOKF Foundation in 2023 -
489
Employees serving on nonprofit boards/committees -
52,000
Volunteer hours by employees over the last year
Maximizing Your Impact
From financial sustainability guidance to investment and special asset management to cash and risk management services, we can help.Meeting Your Fiduciary Responsibilities
Achieving Your Financial Goals
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Define roles and responsibilities (Investment Committee, Staff, OCIO)
Determine investment objectives
Establish and maintain investment policies and guidelines
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Determine organization’s definition of risk
Establish risk management policies and guidelines
Focus on key risks during portfolio design and construction
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Perform optimization analysis to determine strategic asset allocation targets
Implement near-term tactical asset allocation preferences
Provide daily discretionary management of portfolio
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Research and select investment managers
Provide ongoing due diligence
Provide manager research reports and due diligence updates
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Select performance benchmarks for portfolio and individual managers
Prepare ongoing performance reports and analysis
Monitor and prepare policy compliance reports
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Tailored asset allocation and portfolio performance comparison with like organizations
News and Insights
Exploring the deeper effects of more tariffs
Potentially more US production but higher prices and less global cooperation expected
Money talks: Do you need a third wheel?
How third-party professionals take the stress out of difficult financial conversations
Have we lived through the first ‘global election?'
Post-election webinar: Navigating the path ahead