Nonprofit Planning

Our goal is to provide the guidance and solutions to help you manage your responsibilities, including investment policy development, benchmarking analysis, and investment management.

We bring expertise, guidance, and solutions to help nonprofits, endowments, and foundations manage a range of responsibilities, including:

• Asset allocation analysis

• Board and donor education

• Cash flow management

• Creation of and adherence to socially responsible investing (SRI) guidelines

• Fundraising consultation

• Investment management

• Investment policy statement (IPS) review

• Risk management

Our financial advisors will meet with you to understand your organization’s needs and goals and create a comprehensive strategy that aligns with your mission. Our trusted advisors can provide guidance on:

• Creating sustainable planning and spending policies

• Building an investment portfolio aligning the fiduciary obligations of your board with the investing preferences of your stakeholders 

• Preparing timely and clear reporting

• Refining and strengthening fundraising strategies

• Effectively communicating strategies to donors and stakeholders

We strive to ensure that you have the resources and support needed to serve the people and causes at the heart of your mission for generations to come. If your nonprofit or foundation is just getting started, we can connect you with local resources for specialized consultation on creating philanthropic values, mission, and vision, as well as communications and strategic planning.

We provide a secure and personal MySJS online portal with 24/7 access for tracking goals, account balances, investment progress, financial statements, and tax documents.

We are a fee-based investment advisor. We monitor and disclose any fees to you.

We charge a fee based on assets under management that is paid directly by you, our client. Your investment management fee is calculated as a percentage of the market value of all assets in your account(s) on the last day of trading of each calendar quarter. 

For unique investment practices, special reporting requirements or extraordinary advisory services, special fees will be negotiated on a client-by-client basis. 

Investments (such as mutual funds and exchange-traded funds (ETFs)) contained in your portfolio typically bear separate and additional expense ratios, disclosed by the prospectus and offering documents.