I work as a fund raiser and need a better system of organization for following up on calls to and from alumni. We are using Banner, which is very clunky and heretofor I am unable to leave the system. I feel very reliant on the computer but as my portfolio grows smaller I want to find a more desk-oriented system that will allow me to peruse my portfolio and follow up on things faster. Any suggestions? [more inside]
posted by parmanparman on Jul 9, 2009 - 5 answers

What are the steps towards managing other people's money? [more inside]
posted by erd0c on Apr 23, 2009 - 8 answers

How does one "put aside" x months of expenses for emergencies? Not pay expenses for x months? [more inside]
posted by swiffa on Nov 19, 2008 - 14 answers

OldFinancialInformationFilter: Figuring out cost basis for John Hancock Income Securities Trust (JHS) under its previous CUSIP. [more inside]
posted by i love cheese on Oct 4, 2008 - 1 answer

I have a project I'd like to start that I will never be able to finish. I want to create a fund of money to be used by my local library, the principle of which can never be touched. They will only be able to use a small percentage of the interest. Before they can start doing that, though, I want the fund to remain untouched for 150+ years to allow it to increase in size. The goal is to let this fund grow so large that the library can become autonomous on just the interest. [more inside]
posted by GernBlandston on Jul 22, 2008 - 6 answers

I have a friend with a possibly terminal illness. I'm trying to figure out a way to set up a college fund, to which any of her friends/family could contribute, for her two young children. So far I've looked into ESAs (might not work due to the $2k annual limit) and 529s, but I've had trouble finding information specific to this type of situation -- which I have to imagine is not all that uncommon. What options should I be investigating? Should I talk to a financial advisor?
posted by mingshan on Mar 13, 2008 - 16 answers

I have $2000AUD to spend on Exchage-Traded Funds and I can't decide what to go for. [more inside]
posted by Jimmeh on Feb 1, 2008 - 2 answers

How do I start a fund or foundation? [more inside]
posted by divabat on Jun 20, 2007 - 9 answers

Which hedge funds in or near NYC invest in life sciences and biotech? [more inside]
posted by yoyo_nyc on Apr 11, 2007 - 0 answers

How do you set up a memorial fund? A friend's father died suddenly and she'd like to set up a fund for his grandchildren's education and allow people to make contributions in lieu of flowers or whatever. Googling just gets me lots of links to other people's memorial funds, so I'm hoping some of you have been through this and can provide specific advice, steps to follow, liability issues, etc. Thanks!
posted by judith on Feb 2, 2007 - 8 answers

Help me promote an environmentally conscious, socially responsible small business. [more inside]
posted by krisjohn on Feb 1, 2007 - 4 answers

How do I encourage more people to pay into the work coffee fund without actively guarding the coffee pot? [more inside]
posted by JigSawMan on Jan 29, 2007 - 44 answers

Does it matter where you buy a mutual fund? [more inside]
posted by jazzkat11 on Dec 10, 2006 - 10 answers

So, not that it matters, but, were I to make a paltry political contribution, what would be the most strategic fund for a donation? [more inside]
posted by cytherea on Oct 19, 2006 - 16 answers

Are college funds necessary? [more inside]
posted by patrickje on Jun 30, 2006 - 48 answers

How do you set up a Legal Defense Fund? I have a very good friend who is a legal bind and will very possibly be charged with three felonies as a result of a barroom brawl. [more inside]
posted by thebarron on May 9, 2006 - 9 answers

I’m looking for help establishing a college fund for the children of a murder victim. [more inside]
posted by Doug on Oct 25, 2005 - 4 answers

Currently I have at my work the option to choose between funds, TIAA-CREF and Fidelity investments. Since it is a non-profit organization they put in 6.5% of my salary plus anything else I want to contribute (it's a 403b). I have tried to do some research to see which company is better in the long run but can't find any information on TIAA-CREF besides that it used to be exclusively for teachers and federal employees. Does anyone know which investor I should get? I am looking for the greatest gain in the long run.
posted by nserrano on Oct 13, 2005 - 7 answers

I have an idea for a product/service. I've drawn out a rough business model and shown it to a few people who all think its a great idea but I'm having a few problems getting things rolling... more inside about funding the project, pitching it to major 'players' in certain industries, investors, etc [more inside]
posted by hummercash on Sep 6, 2005 - 6 answers

What is the most affordable way to design an office miniature golf course? What reasonable obstacles or challenges would you build? [more inside]
posted by brent on Apr 21, 2005 - 4 answers

I'd like to spend a year in Europe. How can I fund it? [more inside]. [more inside]
posted by gd779 on Dec 30, 2003 - 10 answers