Nonprofit organizations must adapt to survive and thrive in today’s competitive environment. Partnering with a firm that can help you streamline financing, improve efficiency, and open lines of communication across the organization allows you to focus on your mission and achieve your goals.

Simplifying Finances

Nonprofit organizations typically work with a host of service providers – investment consultants, loan providers, planned giving providers, operating bank, risk management, and governance consultants, retirement plan providers, trust providers, and investment bankers.

We offer integrated wealth management, trust, and banking services designed to provide solutions for managing the financial needs of nonprofits.

Meet Our Nonprofit Experts

Maximizing Endowments

If you are smart and strategic about money, your organization will attract more of it. Ensuring that your endowment or foundation assets are managed in alignment with the organization’s objectives is a vital part of proving to donors that they are making a good investment.

Our investment professionals can review your organization’s investment policy statement to determine if it is aligned with your objectives.

Learn About Asset Management

Meet Jeanne.  This is her WHY.

Jeanne Pinado is on a mission: to create hope, optimism, and a new sense of vitality in the Roxbury community of Boston. What better legacy to leave behind than something everyone can share.

 

 

Case Study | Developing an Investment Policy Statement

The Investment Committee of a local non-profit organization sought guidance in managing their investment portfolio. They wanted to align their mission with their investments and need help developing a spending budget.

Our Solution

The Boston Private Client Advisor worked closely with the five members of the Investment Committee to gain a thorough understanding of the non-profit’s values and mission, including gaining a better idea of the monthly spending rate. They then worked together to draft a comprehensive Investment Policy Statement (IPS).

Read Full Case Study

Related Services

Asset Management
Your goals are what drives our investing. We access the universe of available investment vehicles to construct our investment portfolios based on your organization’s goals, time horizon, and perspective on investment risk.

Nonprofit Lending
We specialize in working with independent private schools, charter schools, private colleges, community investment developers, and other select nonprofit organizations. Our experienced lending officers consistently deliver financial solutions designed to meet your unique needs with a high degree of expertise.

 

 

Demand Deposit & Money Market Accounts
We’ll help you select a combination of deposit accounts, money market accounts, and short- term investments designed to meet your yield, liquidity, and safety objectives.

 

Cash Management Services
We offer a full range of treasury and cash management services and will work closely with you in an effort to meet the specific cash flow cycles of your business.

Our Nonprofit Experts

Caring for a nonprofit can be a challenging endeavor.  Balancing the needs and interests of board members, donors and beneficiaries while managing monthly cashflow and maintaining responsible investments can often distract from your real purpose: to make a difference.

Meet Our Nonprofit Experts

Our Thinking