Investment Consulting for Nonprofits
As a Registered Investment Advisor that exclusively serves nonprofits, our deep expertise and fiduciary partnership ensures strong stewardship.
Combing outsourced CIO services along with modern technology, we provide a streamlined, award winning approach to nonprofit cash management, endowment creation, and long-term financial sustainability.
A better investing experience
Our investment consulting team serves as an outsourced CIO and Fiduciary partner who delivers a highly transparent, modern investing experience for you, your team, your board members, and your donors.
Nonprofit Expertise
Our team of Nonprofit Investment Advisors has decades of experience in nonprofit finance and helps steward more than $2B in funds.
Low Fees
We utilize best-in-class, secure investment technology to keep our fees low so you can retain more funds for your mission and bottom line.
High Liquidity
Need to move funds into your operating accounts? Your investments can be withdrawn in just 1-3 business days without any additional fees.
Combining nonprofit investment consulting with technology
Along with nonprofit investment advisory services and policy creation, you’ll receive access to an intuitive dashboard that has everything you need to increase transparency and easily manage your investments - all in one place.
*For illustrative purposes only
Our nonprofit investment advisory services
Expert cash and portfolio management by experienced nonprofit investment advisors
Consistent fiduciary oversight and a dedicated Advisor to answer your questions and attend board meetings as needed
Intuitive, transparent platform that allows for the monitoring of multiple cash management strategies and asset growth
Quarterly board reports, monthly statements, and end-of-year tax documents
Diversified portfolios made for nonprofits
We offer low-risk, highly liquid cash management strategies along with highly diversified and curated investment portfolios. All are designed to weather the market and maximize growth within your more conservative risk profile.
Compare our nonprofit investment consulting to the competition
Infinite Giving leverages personal nonprofit experience and modern technology to make your investing experience first-class.
Traditional Advisors
Infinite Giving
Serve a variety of industries and don't understand nonprofits' unique needs
Serves exclusively nonprofits
High and hidden fees
Deep expertise, policy creation, and active oversight with low fees and transparent pricing
Can take weeks to create an account
Create an account in just 30 minutes online
Outdated technology which may make it hard to check balances and transfer funds
Easy-to-use online dashboard with safe, fast, and easy transfers
FAqs
Still have questions about investment consulting for nonprofits?
Who manages my portfolios?
Our team of expert nonprofit advsiors has decades of experience with both investing and nonprofit governance. Our trusted investment committee directly manages more than $2 billion in assets for organizations like yours.
What if I need to access my funds?
We believe you should be able to access your funds whenever you need to. A linked bank account allows you to easily ACH or wire transfer money in and out of highly liquid assets within 1-3 business days, fee-free.
How are fees taken?
Fees are calculated quarterly in arrears based on your average daily balance and taken directly out of your Infinite Giving account. Learn more about our fees and transparent pricing structure, or meet with our team to answer any questions you may have.
Contact Us
Ready to redefine giving?
Let’s transform your financial success strategy with thoughtful stewardship and seamless technology.