Charitable Organizations and Other Not-for-Profits
You Have A Mission.
We Can Help.
BOK Financial can help you manage, grow and protect your assets, so you can focus on your mission.Let us help you:
- Maximize your impact
- Meet your fiduciary responsibilities
- Achieve your financial goals
Invested in Our Local Communities
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3.16M
Donated to United Way -
311
Employees serving on nonprofit boards/committees -
33,792
Total volunteer hours by employees
Maximizing Your Impact
From financial sustainability guidance to investment and special asset management to cash and risk management services, we can help.Meeting Your Fiduciary Responsibilities
Achieving Your Financial Goals
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Define roles and responsibilities (Investment Committee, Staff, OCIO)
Determine investment objectives
Establish and maintain investment policies and guidelines
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Determine organization’s definition of risk
Establish risk management policies and guidelines
Focus on key risks during portfolio design and construction
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Perform optimization analysis to determine strategic asset allocation targets
Implement near-term tactical asset allocation preferences
Provide daily discretionary management of portfolio
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Research and select investment managers
Provide ongoing due diligence
Provide manager research reports and due diligence updates
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Select performance benchmarks for portfolio and individual managers
Prepare ongoing performance reports and analysis
Monitor and prepare policy compliance reports
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Tailored asset allocation and portfolio performance comparison with like organizations
News and Insights
Compare a Roth 401k to a traditional 401k
What is the impact of borrowing from my retirement plan?
While borrowing or taking a distribution from your 401(k) plan account may be an option, you should first consider the potential negative impact on your long-term goals.
What is the impact of increasing my 401(k) contribution?
Use this calculator to estimate how much more you could accumulate while accounting for any employer match (if applicable).