We have years of experience working with and managing numerous endowment funds for local non-profit organizations. Efficient management for endowment funds is extremely important in helping maintain the sustainability of an organization. We strongly believe in the value endowment funds have in helping an organization flourish, which is why we are passionate about managing these funds.
Endowment funds are typically managed by a board of directors who often feel overwhelmed and don’t know the first thing about managing the money that has been set aside for their particular organization. Our goal is to relieve our clients of this intimidating task, so the focus can remain on the operational needs of the organization and continued growth.