Foundations
Mission-aligned investment solutions for philanthropic organizations.
We partner with foundations to design and implement investment strategies that advance your philanthropic mission while preserving and growing your corpus. Our deep understanding of the unique governance, regulatory, and operational needs of foundations enables us to deliver tailored solutions that amplify your impact.
Mission-Aligned Investing
Investment strategies that align your portfolio with your foundation's charitable purpose. From ESG integration and impact investing to program-related investments, we help you deploy capital in ways that advance your mission while meeting your financial return objectives.
Grant Management
Cash flow modeling and liquidity management to support your grant-making activities. We ensure that your investment portfolio is structured to meet distribution requirements while maintaining the purchasing power needed to sustain your philanthropic programs long term.
Compliance & Governance
Expert guidance on regulatory compliance including UPMIFA, excise tax planning, and required reporting. We help boards and investment committees fulfill their fiduciary responsibilities with confidence through education, policy development, and ongoing monitoring.
Impact Measurement
Comprehensive frameworks for measuring and reporting both financial performance and social impact. We help you quantify the outcomes of your investments and grants, enabling transparent communication with stakeholders and informed strategic decision-making.