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We help nonprofit organizations realize
their full potential in a range of areas, from governance
to planned giving.
Following
is a sample of our services, which can be customized to
meet your nonprofit's specific needs.
Investment
Management Services
- Establish
an investment policy, or review an existing policy
- Provide
an analysis of the investment climate
- Monitor
investment performance and results as compared to
market indices and benchmarks
- Manage
assets with an investment objective to provide an
absolute return that equals or exceed the endowment
distribution and long-term rate of inflation
- Present
investment strategy and performance to the board of
directors
Planned
Giving Services
- Expert
assistance with charitable remainder trusts and charitable
gift annuities
- Acceptance
of illiquid assets as gifts, such as closely-held
stock and real estate
- Training
for boards and fundraising teams related to planned
giving
- Marketing
templates for charitable gift annuities and for legacy
gifts
- Customized
illustrations for simple or complex estate planning
techniques
- Individual
meetings with prospective donors
Board
Development
- Facilitation
of board development forums to clarify the role of
the board, including executive review, financial oversight
and self-assessment
- Mission
clarification and strategic planning
Development
& Enhancement
- Donor
recognition programs
- Bequest
administration programs
- Feasibility
studies and capital campaigns
- Fundraising/special
events planning
- Educational
forums and general facilitation
- Organizational
and program assessments
Whether
you are looking for innovative ideas or a more traditional
approach, we can help your nonprofit organization build
capacity and develop solutions that advance your unique
mission and vision.
Services for Nonprofits
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