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 talk of inflation becomes more prevalent throughout the investment community and news media, many are concerned for the health of their portfolios. To help investors understand the potential impact of inflation on a diversified portfolio, Boston Private’s Emmett Maguire and Garrett Mancini demystify the characteristics of inflation and offer strategies for hedging your portfolio during the current investment climate.
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The first five months of the year have produced strong equity returns and muted bond returns against the backdrop of strong economic data and COVID-19 containment. Going into the summer, a pause may be in the works.
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Discover the evolving priorities, perceptions and beliefs that define our relationship with wealth. The latest WHY of Wealth® survey findings reveals the influence one’s age and profession have on feelings regarding wealth as well as the significant changes in attitudes brought about by the COVID-19 pandemic.
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There are many considerations to take into account when planning your retirement. Hear our Director of Financial Planning discuss the items that make for a successful retirement.
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