nonprofit Foundations

  • Investment Management

    Work directly with your appointed Investment Committee to consult on capital preservation, growth, and liquidity strategies.

  • Coordination of professionals

    Establish a team of experienced advisors to work towards your long term financial goals.

  • Risk Management

    Identify reputational, financial, and operational risks. Advise on risk mitigation strategies.

  • Strategic Planning

    Align giving strategies with appropriate goals and measurable outcomes.

  • Staffing & Organizational Structure

    Advise on the continued strength and capacity of the internal and external teams.

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