Foundations and Endowments

The value of nonprofit service in today’s society is critical to the quality of life both domestically and internationally.  You are on the front lines of some of the world’s greatest challenges.  It may be providing food, medicine, empowering programs, the arts, scholarships; protecting the environment, eradicating diseases, supporting important issues such as equality, nondiscrimination and so much more.

Your service has it’s unique set of challenges, chief among them is the limited financial resources available to meet the mission and goals of your organization.  Developing and implementing financial strategies is of utmost importance.

Understanding your spending policy, investment policy statement and contribution schedule is vital.  This includes the need to continue to grow your endowment assets while fulfilling the 5% spending requirement, understanding the impact of inflation and the cost of administering the endowment assets.  

Establishing an investment committee is a key part of managing a successful endowment board.  Board members must clearly understand their fiduciary responsibilities, ERISA requirements and the Uniform Prudent Investment Act.  

"We make a living by what we get, but we make a life by what we give."
- Winston Churchill

Charitable/Philanthropic

Charitable/Philanthropic

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Sustainable and Responsible Investing

Sustainable and Responsible Investing

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Giving Back

Giving Back

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Foundation Investment Policy Statement

Foundation Investment Policy Statement

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