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Services for nonprofits

Nonprofit leaders are dedicated to their missions. We offer time-tested guidance on the intricacies of managing a globally diversified investment portfolio so you can focus on promoting your organization’s values.

We serve as a partner to your board, investment committee and staff so you’re prepared to discuss decisions about investment strategy, manager selection, fundraising, grantmaking, program oversight and overall nonprofit administration.

 

Types of nonprofits we serve

We provide tailored financial solutions to many different types of nonprofit organizations:

  • Private foundations
  • Public institutions
  • Independent schools
  • Colleges and universities
  • Cultural organizations
  • Religious institutions

Meet our nonprofit services leadership team

Kate Huntington, Head of Advisory Solutions Group

Kate Huntington, Head of Advisory Solutions Group

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Eric Rawlings, Head of Manager Research

Eric Rawlings, Head of Manager Research

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John Tyler, Strategic Advisor

John Tyler, Strategic Advisor

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Abby Axelrod-Wunderman, Philanthropic Director

Abby Axelrod-Wunderman, CAP, Philanthropic Director

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What our clients are saying

Our priorities in an advisor are about consistency: long-term positive returns, risk management and a responsive team.  For over a decade, Fiduciary Trust International has met these objectives while answering our questions about a range of other portfolio issues. They know how to translate our financial priorities into investment decisions that enable us to achieve our mission and better serve our parishes, schools and Catholic Charities agencies.

- Patrick BrennanChief Financial Officer, Diocese of Paterson

Our priorities in an advisor are about consistency: long-term positive returns, risk management and a responsive team.  For over a decade, Fiduciary Trust International has met these objectives while answering our questions about a range of other portfolio issues. They know how to translate our financial priorities into investment decisions that enable us to achieve our mission and better serve our parishes, schools and Catholic Charities agencies.

- Patrick BrennanChief Financial Officer, Diocese of Paterson

Our priorities in an advisor are about consistency: long-term positive returns, risk management and a responsive team.  For over a decade, Fiduciary Trust International has met these objectives while answering our questions about a range of other portfolio issues. They know how to translate our financial priorities into investment decisions that enable us to achieve our mission and better serve our parishes, schools and Catholic Charities agencies.

- Patrick BrennanChief Financial Officer, Diocese of Paterson

Our priorities in an advisor are about consistency: long-term positive returns, risk management and a responsive team.  For over a decade, Fiduciary Trust International has met these objectives while answering our questions about a range of other portfolio issues. They know how to translate our financial priorities into investment decisions that enable us to achieve our mission and better serve our parishes, schools and Catholic Charities agencies.

- Patrick BrennanChief Financial Officer, Diocese of Paterson

Our priorities in an advisor are about consistency: long-term positive returns, risk management and a responsive team.  For over a decade, Fiduciary Trust International has met these objectives while answering our questions about a range of other portfolio issues. They know how to translate our financial priorities into investment decisions that enable us to achieve our mission and better serve our parishes, schools and Catholic Charities agencies.

- Patrick BrennanChief Financial Officer, Diocese of Paterson
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This testimonial reflects a current client's personal experience and opinions regarding their experience with Fiduciary Trust International and is not a guarantee of future performance or results. Investment strategies may not be suitable for all clients, and individual results may vary. Prospective clients and investors should conduct their own due diligence and consider their personal financial situation and objectives before making any investment decisions. No compensation was provided for this testimonial. 

Focused expertise to meet nonprofit needs

Our partnership will be guided by three core principles:

  • Supporting your organization’s mission
  • Enriching your organization’s future
  • Protecting your organization’s ability to make a long-term impact

Our latest insights

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Trust & estate•Oct 22, 2025

Why gifting assets might not always be the best strategy for older clients

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Tax planning•Oct 22, 2025

Key charitable-giving changes coming in 2026

Sustainable investing•Oct 9, 2025

Webinar: 2025 Shareholder Engagement Update

Speak with a member of Fiduciary Trust International’s Nonprofit Resource Team to get started on achieving your organization's goals.

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