We need to ensure we have
adequate resources to fulfill our mission
now and for the future.
We need to ensure we have
adequate resources to fulfill our mission
now and for the future.
Goals
• Support the nonprofit mission through sustainable investing
• Ensure the donor funds are properly managed and sustained
• Work with fiduciary to ensure responsible asset management
• Prepare/educate board members and donors to perpetuate nonprofit values and mission
• Align investment objective with philanthropic interests
Services Provided
• Portfolio management
• Guidance on sustainable distributions calculations
• Legacy planning and sustainability
• Charitable-giving management and education for donors
• Quarterly portfolio reviews with board and/or donors
• Coordinate distributions with board leadership
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