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.

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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.

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.
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Learn more about our portfolios

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.
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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.
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Learn more about our pricing

Speak with an expert

We are a Registered Investment Advisor for Nonprofits. We offer nonprofit expertise, fiduciary services, and award-winning technology to grow your giving.

Reserve cash management

Streamlined cash, stock, crypto, and DAF donations

Manage and create endowments

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