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!


Upcoming Events & Seminars

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Whipp Tips & News

Switch IPO the latest to limit investor voting rights

As many of 15 percent of U.S. IPOs in recent years have used dual share classes meant to give insiders outsized voting rights, according to the Council of Institutional Investors.

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Wells Fargo executives, board must face lawsuit over fake accounts, federal judge says

http://www.reuters.com/article/us-wells-fargo-accounts-decision/wells-fargo-executives-board-must-face-lawsuit-over-fake-accounts-federal-judge-says-idUSKBN1CA1ZY

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As Ford pushes into electric vehicles, U.S. union aims to save jobs

Ford’s presentation to investors this week under new chief executive Jim Hackett, included a slide touting a 30 percent reduction in “hours per unit” to build electric vehicles.

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The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association