The management, supervision and maintenance of investments related to nonprofits
can be complex. Each nonprofit owes a degree of ongoing safety and transparency
to its investors and funding sources. This requires the expertise and capabilities of
an experienced fiduciary partner.

The following are key components when choosing that partner:

• Assist nonprofits with the appropriate investment policy
• Access to independent investment options
• Objective performance review and research to meet the criteria of established
  investment policy
• Investment consultation to insure maximum return with minimal risk

The above process allows planned goals to be met that deliver on the mission
of the nonprofit.

Methodology

During the fourth quarter of 2007 and the first in 2008, 1,731 research questionnaires
were sent to nonprofit decision makers nationally, representing the benefits programs
of more than 100,000 employees. While the nonprofit universe of sectors was included
among the respondents, the majority of organizations included in the research were
health, education/research, religious, social/legal services, civic/social/fraternal and
arts/culture. Decision makers included Executive Directors, CEOs, Assistant Directors,
Finance Managers, HR Managers, Program Directors and their brokers and advisors.
The majority of respondents were from the mid-market (50-200 employees).