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Board Governance &
Leadership Development Solutions for Nonprofit Institutions, Endowments & Foundations

Tools and Strategies to Help Endowments and Foundations Demonstrate and Execute Sound Business Practices

We equip your organization, board, and volunteers with fiduciary review and support for responsible growth.

Our Approach

The experienced professionals on your advisory team have a deep understanding of the transparency and compliance issues faced by endowments and foundations in today’s environment. They can meet with your key stakeholders and participate in board meetings to understand how your organization functions and determine the best ways to assist you in achieving your goals.

As a complement to our mission-based approach to managing your organization’s investments, we offer a strong focus on governance reviews along with board and staff education and development. We will help your team adhere to compliance policies and improve efficiency while providing ongoing guidance on industrywide practices.


Governance Review

We can offer an assessment of your governance policies, reviewing key components and assessing the alignment of policies and practices to help you employ effective and efficient oversight and operation.

Leadership Development and Education

Engage with your leadership team to determine opportunities for developing board and staff talent through coaching and educational workshops.

Board Development and Training

Our team can conduct board orientations and periodic review of trustees’ fiduciary, strategic and financial responsibilities. We can also help structure guided board evaluations around communication, diversity and succession planning.

Related Solutions

Investment Management

Tailored investment solutions to support your organization’s long-term mission.


Sustainable and Impact Investing

Investment solutions that help promote social and environmental change.


Mission Advancement & Donor Strategies

Best practices to support your organization's approach to addressing community needs, data-driven decision making, and increased competition for the donor dollar. 


Thought Leadership

Latest studies, thinking and ideas for your staff and board members.