SOLUTIONS
Through market contractions, expansions and everything in-between, we’ve helped nonprofit organizations achieve their fiduciary and philanthropic goals through experienced foundation investment advisors and endowment management expertise.
Utilizing sophisticated investment management techniques, including fiduciary and philanthropic best practices, our team of specialists is ready to help your organization meet today’s challenges, while preparing for the future.
Strategic guidance and investment support to strengthen and scale your planning giving programs, helping nonprofits sustain long-term impact.
After taking each client’s individual objectives into account, we employ a proprietary process for both portfolio development and implementation.
We collaborate with families to shape their philanthropic vision, structuring family charitable funds and multigenerational strategies for lasting impact.
We have broad expertise serving the needs of nonprofits. Our capabilities include everything from investment management and treasury services, to planned giving and donor advised funds. We also have a deep knowledge of donor motivations, and the complex philanthropic and estate planning approaches used to preserve and grow wealth.
A proven track record backed by a heritage of excellence.
As of 6/30/25
Based on BNY Wealth's 2023 Client Satisfaction Survey
As of 2/10/25
Head of Alternative Investments Paul Vittone meets with members of his team to discuss the dynamic private assets investment landscape and opportunities they are seeing in the year ahead.
We convened our top investment leaders to aggregate our insights on what 2025 may bring to the global economy and markets. Our 2025 Outlook shares our views on the pace of economic growth, the path of monetary policy and five key themes shaping investment opportunities.
With year end approaching, that means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.
Tax policy is one that depends on the makeup of Congress and so what gets talked about on the campaign trail can look quite different when it becomes law. Nevertheless, it is important to be aware of how these potential changes could affect your estate and investment planning.
Whether you are interested in growing your wealth or protecting it, the strategic use of credit can help you achieve your goals. And with interest rates trending lower, now could be an opportunistic time to consider the borrowing tools at your disposal.
The investment needs of endowments and foundations are shaped by many aspects, including their mission, spending rate, and time horizon. Other influential factors include risk tolerance, liquidity needs, and taxes, which all drive decision-making as it pertains to the investment strategies they utilize to fund their mission.
Foundation or nonprofit financial advisors help in a multitude of ways, including financial resource optimization, investment and mission alignment, spending policy guidance, and financial planning and reporting. As with other advisory relationships, the advisor acts as a trusted partner, helping to maximize the impact of the organization.
An endowment is an investment fund, typically established by a nonprofit or institution to generate income. Whereas a foundation is a nonprofit organization that makes grants to carry out charitable activities. In other words, foundations may use endowments to fund their philanthropic endeavors.
Work with experienced nonprofit financial advisors to uncover strategies that align your mission.
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