Philanthropy-Centered Fiduciary Support
The work your organization does is vital, and it demands a singular focus on achieving long-term, sustainable results. Our seasoned investment team is made up of investment advisors who have spent decades partnering with foundations and endowments and serving on the nonprofit boards in their own communities.
In our roles as nonprofit board leaders and directors, we’ve had to make many of the same decisions you do. As a result, when you partner with us you can expect more – beyond investment management and asset allocation, investment policy statements, and spending policy analysis:
- Philanthropic guidance to donors on how to include your organization in their legacy giving through charitable remainder or lead trusts, donor advised funds, and other estate planning strategies.
- Fundraising strategies to help your organization build its foundation/endowment capacity by introducing new opportunities for giving that your donors may not have previously embraced, such as donating appreciated stock or alternative assets, in addition to helping advise you on targeting new donors, such as millennials.
- Ongoing Board education and guidance on best practices in governance to prepare members to fulfill their fiduciary responsibilities in compliance with state and uniform code regulatory requirements.
- Knowledgeable fiduciary support, including long-term financial planning strategies that encompass your organization’s cash flow and grant-making cycle, along with comprehensive reporting to your Board and finance committee.