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Endowment expertise and legacy giving
From endowment creation and policies to expert management, we provide an exceptional legacy giving experience for both you and your donors.
Modern endowments are more accessible
True endowments are not ideal for most nonprofits.
From quasi and unrestricted endowments to named and micro-endowments, our experts can guide you through the policies, donor agreements, and strategies needed to help your organization ask for and receive meaningful legacy gifts.
From quasi and unrestricted endowments to named and micro-endowments, our experts can guide you through the policies, donor agreements, and strategies needed to help your organization ask for and receive meaningful legacy gifts.
Endowment investment strategies
Our curated portfolios offer diversified low-cost index funds designed to help endowments weather the market and maximize growth.
Our experts can guide you through best practices and aim to give you the greatest return possible without the high fees.
Our experts can guide you through best practices and aim to give you the greatest return possible without the high fees.
View all endowments at a glance
From named legacy gifts to organizational endowments, our dashboard manages them all in one place.
Help donors stay connected with Donor View
Donor View shows high value donors the impact of their gift. With just an email address, you can give donors access to receive annual endowment reports and view their gift's growth and impact over time.
Donors can easily add contributions each year to grow their legacy.
Steward your gifts with excellence
An endowment gift must be handled properly and with care. This includes creating the Investment Policy and Endowment Statements, Board Guidelines, and Donor agreements.
We do all of this free of charge for our clients. Don't recreate the wheel and pay hefty third party fees that could have gone to your mission, staff, and bottom line.
Speak with an expert
We are a Registered Investment Advisor for Nonprofits. We offer expert investing, outsourced CIO and fiduciary services as well as gifting tools that amplify giving.
Invest reserve funds
Receive stock and crypto donations
Manage and create endowments