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!
Stephen Whipp and Manulife Securities Inc. (Manulife) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Stephen Whipp or Manulife. The information in this communication is subject to change without notice.
The opinions expressed are of Stephen Whipp & may not be of Manulife Securities Incorporated or Manulife Securities Insurance Inc.
