nonprofit Foundations
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Investment Management
Work directly with your appointed Investment Committee to consult on capital preservation, growth, and liquidity strategies.
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Coordination of professionals
Establish a team of experienced advisors to work towards your long term financial goals.
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Risk Management
Identify reputational, financial, and operational risks. Advise on risk mitigation strategies.
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Strategic Planning
Align giving strategies with appropriate goals and measurable outcomes.
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Staffing & Organizational Structure
Advise on the continued strength and capacity of the internal and external teams.