Foundations and Endowments
Non-profit entities play a vital role in the philanthropic framework of our nation. Foundations and endowments provide the necessary capital for many schools, shelters, and programs vital to supporting organizations in need of funding.
Our firm is proud to work with both endowments and foundations in their philanthropic efforts. We provide advice and counsel on a variety of different matters, and assist in topics such as Investment Policy Statement (IPS) creation, investment management, and philanthropic educational events for our clients. We are available to meet with members of your foundation or non-profit entity to discuss matters involving investment performance, or to assist in the grant-making process. We can even coordinate the filing of necessary tax forms and provide a customized statement of grant recipients. No matter what the challenge, we can help.