Questions about Non-Profit, Foundation or Endowment Investments

A sample of the questions we can address:

  • How should we invest to balance our current and future needs?
  • How much can be drawn upon for current operations without jeopardizing future support?
  • What are the tax considerations for donors of different methods of giving?
  • Do we have an investment process in place that meets our responsibilities as a fiduciaries and stewards of the funds entrusted to us.

Investment Products:
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value