Foundations, Endowments & Not-For-Profits
We accompany client organizations & their values on a shared journey of Service. Collectively we have over 50 years of experience in the Not-For-Profit arena as founders, executive management, staff, volunteers, and directors/trustees/officers of boards.
We partner with you to:
- Bring alignment and cohesion to the relationship between your vision, mission and investments
- Provide educational opportunities for staff and volunteers
- Provide continuity of financial consciousness through personnel changes
- Help align your operational cash flow with your organizational values
- Help embed your principles in an Investment Policy Statement
- Construct and manage your endowment and/or foundation assets
Our low “fee-only” relationship reflects our commitment to your success.