HOW WE HELP PRIVATE FOUNDATIONS
With nearly twenty years of experience working with mid-sized foundations, we have developed an understanding of the special circumstances of these significant organizations.
We work closely with private foundations to tailor an array of services meeting their specific needs. This may include:
- Developing an Appropriate Investment Policy
- Establishing an Asset Allocation
- Selecting Specific Investments
- Measuring Performance
- Periodic Reviewing of Investment Policy and Asset Allocation
- Reporting to Trustees or Board Members
- Tailoring Printed Reports to Meet Foundation Requirements
- Coordinating Reporting to Other Foundation Relationships
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