Professional fund management for organizational longevity

Strong nonprofits are vital to the health of our communities. Nonprofit endowments work by channeling charitable gifts into a single investment fund that builds over time. A nonprofit organization’s endowment will generate earnings that contribute annual income—now and for years to come.

We manage assets for more than 200 organizations statewide. Together, we are able to be highly diversified and efficient.

You also benefit from:

• Professional investment management. Gain access to our large investment pool with its high-performing assets and low investment fees.
• Relief from administrative burdens. We handle all accounting, reporting and legal requirements.
• Philanthropic services support. Our staff provides planned giving tools and support, including assisting you in structuring, accepting and managing complicated gifts.