Charitable and Endowment Services
Making good things happen: Your mission. Our expertise.
Partnering with a company whose mission is aligned with yours can make all the difference.
Since 1994, we’ve been helping non-profits improve outcomes through Charities and Endowment Services -- our investment practice for non-profit organizations. Whether it’s developing sound investment policy statements (IPS), creating strategies for planned giving support, or advising on endowment governance, our core purpose is to help you succeed.
We don’t just advise non-profits. We’ve been an integral part of them.
What sets us apart is that we have a dedicated team of non-profit experts. We have spent our careers either working for a non-profit, serving on a non-profit board, or having deep expertise with the investment needs for a wide range of charitable entities.
As a client, you’ll have access to a wide range of services including:
- Investment management. One of our core strengths is helping you develop an IPS that reflects your mission and goals and apply it to our disciplined portfolio design process
- Effective endowment governance. We collaborate with you to assess your risk profile, develop a sound spending policy, and create investment policy guidelines
- Planning giving support. From gift annuities, charitable remainder trusts, charitable lead trusts, and more, we help you manage planned giving instruments
- Continuous monitoring of your investment objective. Our team tracks investment performance to ensure successful outcomes
- Socially-conscious investing customized for your organization - tailored strategies that align with your mission and values
Regardless of your mission, you deserve a trusted partner with the resources, the experience, and the focused dedication to help your organization achieve its goals.
Let's pursue your purpose, together.
Every client’s story is different. We’re looking forward to hearing yours.
To learn more or make an appointment.