Endowment Services
Governance & Policy Design
- Investment Policy Statement Development: Assist fiduciaries in developing and reviewing investment policy statements (IPS), spending policies and governance frameworks
- Spending Policy Calibration: Support committee decision-making through investment-related reporting and analysis
- Board Education & Reporting: Provide education and guidance on fiduciary best practices and regulatory considerations
Portfolio Maintenance
- Portfolio Design: Provide recommendations related to asset allocation aligned with the organization’s objectives, risk tolerance and liquidity needs
- Manager Research & Selection: Offer guidance on manager selection using institutional-level resources made available on our platform
- Rebalancing & Tactical Shifts: Monitor portfolios and provide rebalancing and allocation recommendations, subject to committee approval
Philanthropic & Planned Giving Support
- Complex Gift Acceptance: Assist in evaluating and/or liquidating non-cash gifts such as closely held stock, real estate or collectibles
- Donor-Advised Fund Integration: Assist the committee in understanding tax-efficient charitable strategies such as donor-advised funds or legacy gifts
- Legacy Planning Resources: Serve as technical resource for the organization’s major donors, independent tax advisors and legal professionals
Impact & Mission-Aligned Investing
- Values Mapping: Assist the committee in evaluating sustainable, ESG or impact-focused strategies consistent with their mission
- Investment Screening: Assist in ensuring endowment is true extension of organization’s mission by implementing screens to exclude conflicting industries or include specific ones that align with your values
- Impact Reporting: Provide transparency into the endowment’s holdings, helping the committee with ongoing value alignment