We understand that your mission and values drive all your decision-making. We actively collaborate with your organization’s board, staff, family members, and other advisors, so your entire team can move forward together with shared commitment and focus.
Our suite of services gives your organization the time and capacity to remain focused on its mission while we handle the rest.
Outsourced Chief Investment Officer (OCIO) services
Customized strategy discussions around revenue diversification and fundraising
Board governance and education
Foundation advisory and collaboration
Foundation management
Financial planning for spending needs
Performance reporting and recordkeeping
IRS compliance and tax preparation
Corporate trustee services
Perhaps you have established or are thinking of establishing a family foundation. Our philanthropic solutions lead you through the entire process including establishment of your nonprofit entity, identification of a mission, development of grantmaking guidelines, sourcing and vetting of grantee opportunities, execution of grantmaking cycles and ongoing grant administration. We also assist with family dynamics, education and succession planning so your family foundation can thrive.
Educational institutions are facing unprecedented change as the student experience evolves. Pressures to build revenue and demand for capital to support ongoing expansions of facilities can squeeze finance and development departments. We create a strong partnership so you can adhere to your organization’s mandate and have help carrying out your activities, whether we serve in the role of an Outsourced Chief Investment officer, master custodian, or both.
Healthcare institutions are facing increasing capital demands as they meet increased demand for rapid advances in science and technology increasingly stringent regulation and oversight. We can manage funds that serve a variety of purposes including operating funds, strategic funds, endowments, insurance and retirement pensions.
Corporate foundations are created for a host of reasons. Often the goal is to align business activities with community needs. We understand the many responsibilities necessary to manage day-to-day work of a business while promoting social or environmental good.
By outsourcing the management and administration of the corporate foundation to us, we will manage and custody the funds, deliver customized reporting and administer grantmaking.
Most non-profit organizations are increasingly interested in ensuring their investment portfolios are aligned with their mission.
We manage funds as an Outsourced Chief Investment Officer with in-house teams focused on asset allocation, manager research, and portfolio management. Overlaying those teams is a dedicated sustainable investing team that offers a breadth of solutions to help you incorporate your values in your investments.
Defining purpose: Nonprofit growth starts with a mission statement
Choosing the Best State for Your Trust
Let us review your current situation and show you how we can partner meet your organization's goals.
