Agencies of Cash Flow is a practical guide for trustees, nonprofit professionals, educational leaders, donors, and students, offering clear insight into how institutions can grow and sustain long-term financial support.

Framed around these common donor questions, the book delivers practical, strategic insights:

• What will you do with my money?
  This section explains the investment process in plain terms, covering the role of cash, bonds, and stocks in building a diversified portfolio designed to deliver consistent annual income while protecting principal.
• What’s the best way to give my money?
  Here, JP explores the art and strategy of fundraising—examining donor motivations, planned giving, and tax-favorable techniques that help capture assets in transition, including inheritances and business liquidity events.
• How will you keep me informed?
  This final section covers financial reporting and stewardship, emphasizing how to meet the fiduciary responsibilities of trustees and senior leadership through transparent, meaningful communication.

Agencies of Cash Flow bridges investment, fundraising, and stewardship—giving institutions the tools to raise capital, manage it wisely, and maintain donor confidence over the long term.