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Nonprofit Investment Management

We love supporting nonprofits. Whether were volunteering, training your investment policy committee, or helping you steward your endowment, we consider it an honor to support the private foundations, faith-based organizations, private schools, associations, and other nonprofit entities that make our communities better. 

If you’re looking for support with Planned Giving, help with establishing your Investment Planning Committee and accounts, or investment management for your fund, we can help. 

Planned Giving Programs 

If you don’t already have a planned giving program, we can help you create one. Donation of appreciated assets and legacy gifts can multiply a donor’s tax deduction and the size of their gift while also minimizing the out-of-pocket cash flow in a given year. There are many benefits to the donor when giving an asset that has appreciated.  

We can help educate your team, establish the program, and even provide communications to your donors.  

Younger Nonprofits Ready to Invest 

When your organization has cash above the operating budget to invest, it’s time to establish an investment policy and committee. We can help you quickly create a long-term investment strategy and can work with your board to determine how to best steward the investment of your donations.

Create Your Investment Policy Statement: Well work with your board to create your Nonprofit Investment Policy Statement (IPS), a tool that’s used by billion-dollar endowment managers. Your Investment Policy will outline in detail your organizations long-term return goals, risk tolerance, investment timeline, tax picture, and investment constraints. Creating an IPS forces you to put your investment goals and strategy in writing and to commit to a disciplined investment plan.  

Board Investment Education: We know your board members come from a variety of backgrounds and investment experience. Well help educate them and facilitate your Investment Policy Committee meetings.

Solutions for Nonprofits 

We welcome the opportunity to support your nonprofit and talk about ways to create or strengthen the stewardship of your donations. We consider it an honor to support the private foundations, faith-based organizations, private schools, associations, and other nonprofit entities that make our communities better. Let's talk about strategies to build your nonprofit's heritage. Request an initial consultation below.