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
 |
Asset Management |
|
|
Nonprofit Lending |
|
|
Demand Deposit & Money Market Accounts
|
 |
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
Among the more surprising findings of Boston Private’s recent Why of Wealth Report: Even those who appear to “have it all” in terms of financial and business success, still regret not having more family time. In fact, almost half of the people surveyed (47%) cited spending more time with family as the number one thing they would have done differently had they not devoted so much time to accumulating wealth.
Learn More
For long-term investors, litigation finance can be an effective way to diversify portfolios in today’s economic climate. See how providing capital to fund legal expenses is a less competitive option than traditional equity and fixed income investments that has the potential to offer promising returns.
Learn More
Can the economic rebound be sustained during this time of uncertainty? U.S. trade policy, supply chain constraints and infrastructure spend will each play a role in this growth story. This week, CIO Shannon Saccocia examines the impact of these factors during the months ahead. Listen now.
Learn More
Many are asking if COVID-19 will threaten the global economic recovery. With trade between the U.S. and China in flux, can the increased consumer spending counter the potential impact of COVID-19 variants and how will that struggle impact the capital markets?
Learn More