Wealth Management Strategies for Non-Profits Creating an Effective Investment Strategy Non-Profits cannot survive on donations alone so they need to be smart about their investment strategy. Their portfolio needs to achieve growth and attain sustainability so that is can support the goals of the organization. With the tremendous changes in the investment options over the last few decades it is now possible for even small to mid-sized nonprofits to have a diversified low cost strategy. Proper portfolio construction, which complies with the organizations investment policy statement, is what we do best. We are able to offer low-cost stock and bond funds, allocate the money appropriately and rebalance periodically. We help non-profit boards think in longer terms while managing risk.We can help your board and your donors with their philanthropic intentions through:Establishing a donor advised fundExplaining planned givingHelping with charitable intentions through a retirement accountDonating shares of highly appreciated stockOther ways to donate Have a Question Name Email Address Phone Question Thank you! Oops!