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

About Us

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

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.

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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