NonProfit & Family Foundations

As a board member or director of a nonprofit, or if you are directing a family foundation, you’re looking to position your organization for current and future success. Through us you can access the resources of a major financial institution that help you continue your success and look out for your responsibilities as a nonprofit. We help nonprofits and foundations like yours implement a plan that aligns with the goals of the organization so that you can focus on doing what you do best, helping others.

  • Provide access to nonprofit specialists
  • Access to specialty resources
  • Fiduciary and trustee education
  • Collaborate on and work to and improve investment policy statement (IPS)
  • Work to improve investment allocation
  • Establish a spending policy congruent with IPS
  • Consolidate & help simplify account structures
  • Provide cash flow and performance reporting
  • Align investment allocation with organizations purpose