We partner with your nonprofit by providing guidance and experience based on years of understanding what successful boards and financial leadership looks like. We steward your financial growth, enabling you to stay focused on your mission.
Some of the ways we help nonprofits includes working with board and finance committee members to draft or update your nonprofit’s Investment Policy Statement (IPS), selecting finance committee members, provide training on how to build a stronger board, monitor investment performance and fees, help with spending policy analysis, specify Environmental Social and Governance (ESG) guidelines, and generally help your nonprofit with any topics that keep you in the zone of compliance and success.
Many of our nonprofit clients bring us into their finance committee and/or board meetings for updates regarding portfolio performance and market outlook. We are more than happy to attend and help turn spreadsheet jargon into understandable concepts.