Advisory Solutions for Nonprofit Institutions
Stewarding mission-driven assets since 1962
We have decades of experience partnering successfully with nonprofits in support of their missions. Designed for the nuanced needs of nonprofits, our work includes endowment investment management and comprehensive planned giving administration services.
Endowment Management
Your institution is as unique as the communities you serve — with Clifford Swan, you gain a trusted partner that’s committed to tailoring investment services to your organization. Your dedicated team will work closely with you to not only craft a mission-centric investment policy statement but also construct custom portfolios to support your organization’s current and future needs.
Planned Giving Services
Planned giving vehicles — such as charitable remainder trusts, charitable gift annuities, and pooled income funds — are powerful tools. However, they can be technical and labor-intensive to oversee. Our comprehensive turnkey program helps nonprofits pursue their mission without being inundated by day-to-day administration. We also work directly with high-net-worth donors that have established a planned gift so they can meet their philanthropic goals.
Proper Stewardship of Assets is Critical
The first step is to tell your organization’s mission.