Here to assist you in attaining your organization’s financial and long-term planning goals.
We Can Help
As a foundation, endowment or other nonprofit organization, preserving and growing your assets is of vital importance to your board members, donors and most of all, recipients. We help many organizations with management of their investment accounts, as well as tailor separate accounts to match donor needs, receive and invest contributions based on investment policy guidelines, and process distribution requests. We are here to assist you in attaining your organization’s financial and long-term planning goals, so you can dedicate your energy where it is needed most.
We would be pleased
to meet with you to discuss the unique characteristics associated with your organization and develop a focused plan designed specifically for you.
As we quickly approach the end of 2018, please keep in mind both Required Distributions and Gifting. To ensure year end processing, we kindly ask that you have your requests to us by December 15, 2018.