Nonprofit Wealth Management

Nonprofit organizations need a process for the management of financial assets including investment, financial surplus and endowment funds.  

• Goals: Investment Policy Statement (“IPS”) outlines the objectives and parameters with respect to each pool of funds

• Education: Asking better questions of the professionals and decision makers charged with directing investment assets

• Investment committee: Size and composition to provide perspective on directing assets and ensuring that organizational goals are in line with portfolio direction

We provide the tools to educate your organization and ensure that your goals and resources enable growth and ensure long-term sustainability.

Contact us for more information.