We equip your organization, board, and volunteers with fiduciary review and support for responsible growth.
Board Governance &
Tools and Strategies to Help Endowments and Foundations Demonstrate and Execute Sound Business Practices
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.