Financial Strategies for Institutions

If you’re engaged in foundation and endowment planning, one of your primary goals is to exercise wise grant making to maximize your philanthropic giving now and for generations to come. The second is to manage your assets responsibly--also a key goal for nonprofits.

If there was ever a financial advisory firm that understands the importance of upholding a founder’s vision and preserving a cherished legacy, it’s Hefren-Tillotson. Since 1948, we have built our practice with a dedication to the integrity, objective advice and meticulous approach established by our founders.

Some of the financial planning services we offer foundations, endowments and nonprofits include:

Money Management

First, we will work with you to develop a long-term investment policy strategy. We’ll help you manage your portfolio with attention to expected returns, cash inflows and outflows, risk tolerance, permitted investment classes, asset allocation restrictions, legal issues, and the roles of fiduciaries. We’ll also continuously monitor your portfolio and suggest any changes or adjustments to maximize the strength and impact of your giving.

Donor Development

On the nonprofit side, helping you get and keep valuable donors is a critical part of your financial health.

We’ll deliver ongoing seminars to educate your donors on best practices for estate planning and gifting strategies. We’ll help you regularly communicate with your donors and assist you with the personal consultations that can boost endowment giving. In short, we’ll see to it that no donor goes untapped.

To learn more about Hefren-Tillotson’s foundation and endowment planning, contact us for a no-obligation consultation today.

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