Nonprofit & Foundation Services

Get in Gear to Make an Impact
 

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.

At Urban Wealth Management, we partner with nonprofits and foundations, taking a broad, holistic approach to financial services that is driven by your mission and goals. Our Nonprofit & Foundation Get-In-Gear program will help you align your mission with your financial goals. We will match our level of engagement to your needs, engaging with committees, board, and staff if needed. Some of the services we provide to nonprofit organizations, charities, and foundations include:

  • Creation, implementation and monitoring of an Investment Policy and Spending Statement
  • Review, monitoring, and reporting on financial objectives
  • Support for legacy gifts and planning
  • Access to Sustainable and Responsible Investment (SRI) strategies
  • Investment audits
  • Support for annual executive meetings
  • Engagement with Board and Finance Committee
  • Access to a vetted network of knowledgeable professionals

 
Financial Services in Los Angeles, or Wherever You Are
 

Please contact us! We are happy to provide a complimentary 30-minute consultation to discuss your organization’s needs. Our office is located in El Segundo, California, a short 15-minute drive south of Los Angeles International Airport.