Non Profit Organizations

Are you an environmental organization invested in polluters? Or a developing world aid organization invested in mining companies that violate human rights?

Our values-based approach to financial planning and investing fits well with the investment objectives of non profit organizations. Key goals and objectives that our services support include the following:

• Ensuring the companies you are invested in support the mission of your organization
• Providing the infrastructure for the gifting of securities by your donors
• Advising on and educating about planned giving for your major donors
• Fulfilling your fiduciary responsibility for prudent investment management
• Supporting both current and long-term spending needs and goals by balancing income and capital growth objectives
• Maximizing investment returns within a defined level of risk

• Preserving the long-term value of the investment assets

Contact us today for a free Portfolio Audit and to discuss how we can meet your needs. We speak your language!