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:
- Meet your fiduciary responsibilities
- Achieve your financial goals
- Maximize your impact

group of people packing canned food for their Charitable Organization.

Invested in Our Local Communities

About Us

$9+M

Contributed from BOK Financial and the BOKF Foundation in 2023
489

Employees serving on nonprofit boards/committees
52,000

Volunteer hours by employees over the last year

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

The increasingly complex financial and fiduciary challenges facing organization boards today can seem daunting, even for the largest, most well-staffed institutions. That’s why many are relying on the experience and cost efficiencies BOK Financial’s Outsourced Chief Investment Officer (OCIO) solution provides.

Learn More

person handing out canned food for a charitable organization and meeting their corporations fiduciary responsibilities.

Achieving Your Financial Goals

: Define roles and responsibilities (Investment Committee, Staff, OCIO)

Determine investment objectives

Establish and maintain investment policies and guidelines
: Determine organization’s definition of risk

Establish risk management policies and guidelines

Focus on key risks during portfolio design and construction
: Perform optimization analysis to determine strategic asset allocation targets

Implement near-term tactical asset allocation preferences

Provide daily discretionary management of portfolio
: Research and select investment managers

Provide ongoing due diligence

Provide manager research reports and due diligence updates
: Select performance benchmarks for portfolio and individual managers

Prepare ongoing performance reports and analysis

Monitor and prepare policy compliance reports
: Tailored asset allocation and portfolio performance comparison with like organizations