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

More Events »

Whipp Tips & News

Sweden’s largest pension fund just gave Exxon Mobil and other energy giants a stinging slap on the face

Sweden’s largest pension fund, AP7, has sold its investments in six energy companies that it says breach the Paris climate agreement

Details »

Fund Selector: ESG myths and realities

There are plenty of companies that make a positive contribution to society and the environment that have also performed extremely well.

Details »

Top UK fund manager divests from fossil fuels

Archbishop of Canterbury plays crucial role in BMO Global Asset Management’s decision to dump £20m of shares in firms such as BHP Billiton

Details »

More News »


:www.leedejonesgable.com

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