Fiduciary programs available to support nonprofit financial activities have become
critical to their credibility and success. Utilizing a formal trust gives added value to
existing and future investors that their investment is aimed at the nonprofits'
ultimate mission.

Things to consider when making a trust decision:

• Professional monitoring of investment policy
• Timely payment of stated obligations
• Efficient administration for board reporting
• Ensure cost effective services being provided to 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).