Financial guidance for ENDOWMENTS

Nonprofit organizations face significant challenges in today’s world, from lower revenues and donations to increased market volatility. Understanding the nuanced needs of those we serve, our team holds in-depth discussions to help clients build out a spending policy that balances competing goals – funding the annual operating budget while positioning assets to preserve future purchasing power.

Our team works with endowments, foundations, charitable gift annuities, charitable remainder trusts and nonprofits to help them better utilize their investment portfolios in today’s often unpredictable financial environment.

Through the institutional experience of our team members and the deep resources available at Raymond James, we are able to help clients make thoughtful decisions on key topics such as roles and responsibilities, asset allocation decisions, investment selection and monitoring criteria, rebalancing procedures and fee disclosure.

The Mahoney Group also has the capabilities to perform active risk-budgeting analysis, conduct investment manager searches, monitor portfolio performance, evaluate tactical investment decisions made by managers and help rebalance the portfolio back to target allocations.

*Investing involves risk including the possible loss of principal. There is no assurance that any investment strategy will be successful. Asset allocation and diversification do not ensure a profit or protect against a loss.

  • A Case Study: Endowments

It is the nature of man to rise to greatness if greatness is expected of him.

John Steinbeck