Nonprofit + Foundation Management

Investment Policy Statements
Long-term sustainability requires clear vision and a solid plan. We’ll help you craft an investment policy statement (IPS) that will act as the framework to inform all organizational spending, investing and risk management to encourage healthy, efficient growth

Portfolio Management
With your long-term goals and time frame in place, choosing an investment portfolio with the combination of volatility and return that’s right for you can be daunting. Our investment philosophy combines traditional academic principles with developments in the field of behavioral finance to help you get the most out of your investment assets and achieve your goals. And because every portfolio is managed separately, your individualized strategy is tailored to meet the unique risk-management needs of your organization.

Stock Donation Accounts
Making a stock donation should be as easy and painless for your funders as possible. In a matter of days we can help you open an account at a low-cost brokerage to accept stock donations which can be quickly sold and transferred back to you as usable funds.

Spending Policy Design
A spending policy that strikes a balance between current and long-term sustainability is a challenge for every board. We’ll take into account the volatility of your assets and the expected timeline of your return to help you choose a spending approach that makes sense for your organization.

Board Communication and Education
Getting on the right path with a powerful strategy in hand is only the beginning. Through regular onsite, in-person board meetings and staff trainings, we’re committed to keeping your financial management aligned with your vision for years to come. We believe the key to a long and successful relationship lies in building trust between our advisors and the decision-makers of your organization — because our success is linked to yours.