How can financial advisors help nonprofits?

Transparent communication. Financial advisors can help nonprofits by providing periodic reviews of their investments. For example, they might send their clients an ongoing review of their investment policy statement and a periodic benchmarking of their investment portfolio.

How can a nonprofit financial advisor help your endowment?

When you combine your nonprofit mission with strong financial management you can make an even greater impact for those you serve. Read more. We understand selecting the right nonprofit financial advisor for your endowment is a great responsibility. You should partner with a fiduciary advisor.

Should nonprofits hire a trusted financial advisor?

Sometimes, a little help is called for — and that’s where a trustworthy financial advisor comes in. By outsourcing financial responsibilities to a trusted advisor, nonprofits and charitable organizations can free up their time, allowing them to get back to focusing on their real work: pursuing the organization’s mission.