2 min read
Shifting Macroeconomic Challenges Facing Nonprofits
David Hagee, Executive Vice President, Chief Investment Officer
:
September 9, 2026
Recorded September 9, 2026
Nonprofits are facing a more complex mix of pressures amid shifts in the landscape, including some that are newer and others that have become more pointed. In a new episode of Conversations with Commerce Trust, Chief Investment Officer and host David Hagee is joined by Amy Pieper, Director of Institutional Client Sales and Service, to discuss the insights and trends driving the need for nonprofits to segment their donor strategies, look more broadly at tools that can strengthen the approach to governance, and enable a more nuanced approach to portfolio management:
- While 2025 was a record-breaking year for charitable giving, the mix of donor behavior is changing and there is uncertainty around grant funding, so nonprofits increasingly may need to be able to effectively reach different types of donors
- As operating costs for nonprofits remain elevated and inflation affects nonprofits and their clients alike, organizations are being challenged to operate more efficiently to meet growing service demands
- Why asset segmentation strategies that align various liquidity time horizons to different operating and longer-term needs is an extension of the nonprofit’s core mission, rather than just an investment question
- How an outsourced chief investment officer (OCIO) approach, with a fiduciary partner who will manage your assets and provide value around governance, can be particularly meaningful when your board is facing multiple challenges
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