Nonprofits are doing some of the most essential, life-changing work in our communities. And yet, far too many are operating in survival mode.

I’ve seen this from every angle: running my own nonprofit, supporting hundreds of organizations during the pandemic, and now watching leaders navigate today’s reality of budget cuts, increased demand, and declining donations. One truth has become clear:

Passion alone can’t fund sustainability. Money fuels the mission.

But for years, we’ve praised “lean budgets” and “low overhead,” even as those expectations push talented leaders into burnout and keep organizations locked in a cycle of panic and scarcity. Month-to-month operations are not proof of efficiency, but they’re actually a systemic risk.

And this instability isn’t a reflection of poor leadership; instead, it spotlights the inadequate financial tools available to nonprofit leaders.
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What Businesses Get Right and Why It Matters

In the for-profit world, businesses are expected to plan for growth. They build reserves, take calculated risks, and leverage financial tools to support long-term strategy.

When I was a Partner at Atlanta Ventures, I spent years advising CEOs, founders, and entrepreneurs on how to grow their organizations and extend their funding runway. Strategic capital wasn’t something to hide; it was celebrated.

But nonprofits? They’re discouraged from doing the very things that would make them more sustainable.

And the truth is this: not-for-profit organizations simply don’t have access to the same funding mechanisms as businesses or even individuals.

Think about your 401(k). You can log in, choose portfolios, and thoughtfully grow your investments. Historically, nothing like that existed for nonprofits.

That gap has consequences:

• 90% of nonprofits don’t have a brokerage account - meaning they’re unable to accept stock gifts or grow their reserves.
  
• They face administrative hurdles that take minutes for businesses but weeks (or months) for nonprofits.
  
• These delays slow down generosity, limit growth, and create inequity for organizations already stretched thin.

Simply put: the U.S. financial system wasn’t built for tax-exempt entities. And the people doing the most good in the world are paying the price.

Why I Wrote This Book

The core question that led me to found Infinite Giving was simple: “Why don’t nonprofits have access to the same financial tools as for-profit companies?”

After years in the tech industry, I had seen how billions of dollars were deployed to build scalable systems, unlock opportunity, and accelerate innovation. I couldn’t stop thinking about what would be possible if nonprofits had access to similar tools that were designed specifically for their missions, constraints, and opportunities.

That vision became Infinite Giving: a modern fintech platform and investment advisory firm built exclusively for nonprofits.

And after having the same conversations with thousands of nonprofit leaders about thoughtful stewardship of reserves, nonprofit investing, endowments, stock gifts, and long-term strategy, I decided to document the frameworks, tools, and mindset shifts that can change everything to help more leaders at scale.

That’s how Funding Your Mission was born.

This book is not a sales pitch. It’s a roadmap written in plain language and grounded in real experience to help nonprofit leaders build financial strength that matches the importance of their mission.

What Leaders Will Gain from the Book

For nonprofit professionals, this work requires a mindset shift from scarcity to strategy to sustainability. Inside the book, leaders will find:

1. Cash Reserve Strategies

Instead of letting your cash sit in savings, learn:

• How to build (or rebuild) reserves
  
• Short-, mid-, and long-term approaches
• How to invest with confidence

2. Investment Policies & Governance

Don't have an Investment Policy Statement for your nonprofit, or need to update an existing IPS? We share:

• How to work with your board
• Establishing (or revising) an IPS
• Guidance on gift policies and investment guardrails

3. Unlocking Non-Cash Giving

Asset gifts are a powerful way to fund your nonprofit, but nonprofit leaders struggle to get started. Learn:

• How to ask for (and receive) stock gifts, crypto, and donor-advised fund (DAF) gifts
• Messaging, documentation, and donor confidence-building
• Best practices for stewardship of asset donations

4. Board-Level Talking Points

Getting your board to shift from traditional fundraising to funding your mission instead is hard! Here's how to start:

• Thinking ‘beyond the bank’ for managing your cash on hand
• Navigating complex topics, such as endowments
• Moving your leadership team toward long-term planning

5. Understanding Endowments

Most nonprofits think they might be too small for an endowment, but that's not the case. We discuss:

• The six (yes 6!) distinct types of endowments
• Why even small and mid-sized nonprofits are not “too small” to start one
• How endowments strengthen a mission for decades

The goal is simple: equip nonprofit leaders with clarity, confidence, and systems built for long-term strength.

A Final Word to Nonprofit Leaders

You are the bridge to a better financial future, not only for your organization but also for the communities you serve. And you don’t have to navigate this alone.

My hope is that Funding Your Mission gives you the tools, encouragement, and perspective to build something stable, scalable, and truly sustainable so your mission can thrive for generations. Let’s get started.

Download a sample chapter using the form below, purchase the book, or schedule a time to meet our team of nonprofit fiduciary stewards.

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