Do You Have An Endowment or Nonprofit Investment Question?

Do You Have An Endowment or Nonprofit Investment Question?

Get answers to popular questions about how endowments, foundations, religious organizations, and nonprofits should be managing their investments.

Take advantage of professionals with specialized experience in the nonprofit space. Privileged to work exclusively with tax-exempt organizations, we field questions every day from nonprofits across the country.

We share answers to some of the most common questions in our new paper, “Your Investment Questions Answered.”

We answer questions like:

  • What should my organization be paying in investment fees?
  • What policies and procedures should my investment oversight group have in place?
  • Why is it important for a nonprofit to work with an advisor who is a fiduciary?

Additional resources and template downloads are also provided for each question.

Do you have a question regarding your endowment or investment program? Click here to ask a nonprofit investment advisor.

Download a PDF version of this paper.

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We're investment advisors for nonprofits. Questions about your investment program?

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We'd be happy to be considered as your investment partner.

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Hello!

We're investment advisors for nonprofits. Questions about your investment program?

ASK US A QUESTION

Download a PDF version of this paper.

Ask an Advisor a Question

Have a quick investment question?

Submit a question and a nonprofit advisor will respond promptly.