Nonprofits & Foundations

As a trustee or executive director of a nonprofit organization, your mission to fulfill the organization’s charitable goals is a blessing to your community.  But the fiduciary requirements of doing so are not always well understood or implemented.  We help your investment committee implement the necessary standards to maximize your impact through sustainable investment principles.

We also serve on the boards of many nonprofits and foundations in our community, so we understand the needs of trustees.

Common Questions and Concerns

  • How do we maximize the impact on the community while maintaining sustainability over multiple generations?
  • How do we fulfill our fiduciary requirements as stewards of our foundation’s investments?
  • How do we increase the effectiveness of our investment committee?
  • What are the best investment strategies for long-term protection and growth of our assets?

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