Endowment Planning

In the nonprofit sector, the challenges of adhering to changing government regulations and navigating the complexity of the markets can prove a daunting challenge for those charged with overseeing your organization’s endowment management strategy. 

In keeping with our promise to provide our partners superior service, we have formed a strategic alliance with Financial Strategies Group (FSG).  FSG has a long history of experience in working with trustees, investment committees, and nonprofit boards of directors to educate them on their fiduciary exposure and liabilities and facilitate risk management processes.

Contact us for more information about our endowment management services.