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WHAT WE OFFER
ORGANIZATION ENDOWMENT FUNDS
CAPITAL CAMPAIGNS
RESOURCES
Investment Management
Expertise to accept a wide
range of assets
Glossary
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Capital campaigns are complex undertakings, requiring a combination of faith and follow-through. We can help you inspire faith in donors – and take care of some of the time-consuming administrative tasks. Here’s how we can help:
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Some donors are ready to make a contribution (i.e. for tax planning), but want an organization to achieve a stated objective before releasing their dollars. We can hold these gifts until your organization has met the donor’s objectives. This added level of review can be appealing to potential donors, especially those new to your organization or funding a start-up project, and can help you with your gift negotiations.
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We have investment options available to hold your capital campaign funds on a short or long-term basis, depending on your organization’s needs. We invest in a well-diversified portfolio which has consistently outperformed its benchmarks.
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We can accept, into your fund, a wide variety of assets, including appreciated stock and real estate. We have the expertise to facilitate even the most complex forms of giving for your donors.
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There are no start-up costs to establish your organization’s fund. |
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