Nonprofit and Foundation Services

Nonprofit and Foundation Services

Many people are passionate about creating a better world. We know this work is not always easy. Volunteers and staff have to wear multiple hats—to focus on programs and projects, and to be fiscally responsible. We partner with nonprofits and foundations, using a holistic approach to financial services that is driven by mission and goals. Through engagement with staff and board members, we provide a number of services supporting the nonprofit sector, individual charities, and foundations. These services include:

  • Financial wellness assessment
  • Finance committee planning
  • Developing an Investment Policy Statement (ISP)
  • Access to Sustainable and Responsible Investment (SRI) strategies
  • Reporting on and monitoring of financial objectives
  • Legacy planning