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Philanthropic solutions
We support nonprofit organizations—from private foundations to public charities—with investment expertise and strategic guidance tailored to your mission. By understanding your goals, we go beyond portfolio management—serving as a trusted partner to your board, staff and advisors.
Whether you’re navigating investments, governance, fundraising, grantmaking, or community impact, we provide thoughtful insight and support to help you advance your mission. Our approach integrates the strategic management, oversight, and operational support your organization needs to steward its assets effectively and help achieve long-term success.
Trusted guidance tailored to your organization's needs
Governance, education and strategic advice
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Receive expert support on complex investment and portfolio decisions.
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Learn effective methods for fulfilling governance roles and responsibilities—from staffing decisions to board meetings.
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Build confidence in discussing decisions about investments, fundraising, grantmaking and overall nonprofit administration with your stakeholders.
Fundraising and revenue diversification strategies
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Tap our expertise to expand potential revenue sources and strengthen financial resilience.
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Create or refine gift acceptance policies to enhance donor engagement.
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Collaborate on planned giving strategies and acceptance of complex gifts.
Grantmaking support
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Clarify your mission and develop a focused grantmaking philosophy.
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Strengthen leadership roles and processes within your grantmaking program.
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Explore giving vehicles and impact measurement frameworks.
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Make informed, mission-aligned decisions that drive measurable impact.
Knowledge sharing and community building
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Access research and thought leadership on governance, financial markets and nonprofit strategy.
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Participate in peer events, forums and collaborative discussions.
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Stay informed on trends and policies that affect your mission and funding landscape.
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