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.
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.
What Our Clients Are Saying
In the world of nonprofits, wealth is often defined by making a meaningful impact. The better we understand the WHY of their mission, the more effective we can be at helping them create a positive change.
Boston Private has played a huge role in ensuring that the 1,250 students we serve have access to the education that we are providing.
Nnenna Ude, CEO Match Charter Public School
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.
They understand the work we do, they understand how powerful some of these projects are... Boston Private is an important partner.
Jeanne Pinado, CEO Madison Park Development Corporation
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).
Related Services
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Asset Management |
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Nonprofit Lending |
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Demand Deposit & Money Market Accounts
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Cash Management Services |
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 cash-flow and maintaining responsible investments can often distract from your real purpose: to make a difference.
Our Thinking
As this summer boasted strong index returns on major gains in the tech sector, we’re now facing the potential for stagnating economic growth ahead of the election season, with uncertainties related to Covid-19 still on the horizon. Listen now as Shannon Saccocia, Chief Investment Officer, provides her analysis.
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In this week’s Family Office Connections podcast, Edward Marshall is joined by Anne Lyons and Judy Boerner-Rule for a discussion on the evolution of the estate and lifestyle management industry and changes imposed by Covid-19. Listen Now.
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With the later summer months sending stocks higher, even as the global pandemic remains a clear and present threat. What will the rest of autumn bring?
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Edward Marshall, Managing Director at Boston Private is joined by Jason Cain, Managing Director at Boston Private for a discussion on the Trump and Biden tax plans. Their conversation covers the tax proposals of the presidential candidates, an examination of the differences and potential preparations family offices should consider.
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