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Mission-Aligned Money Management

May 30, 2025 by Jordan Jerkovich

While many nonprofits are working hard to make ends meet, some are fortunate to have built up a surplus or reserve—and with that comes the opportunity to invest in ways that can support and even grow their mission. However, traditional investment strategies don’t always align with a nonprofit’s values or purpose. That’s why we recently hosted a class on Environmental, Social, and Governance (ESG) investing, led by our friends at Blue Marble Investments. They shared how mission-aligned and sustainable investment options—such as fossil fuel–free portfolios—can perform on par with traditional investments while staying true to your organization’s ethics.

Check out a recording of the presentation here.

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DISCLAIMER: Spokes offers informed advice and recommendations, not professional counsel. Blog content is current as of the date shown. Individual posts are not necessarily updated, so please confirm the accuracy of the information, especially of older posts.

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San Luis Obispo, California

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