Foundations/ Charitable Trusts/ Endowments
Over the last decade, economic conditions have created enormous challenges for charitable trusts and foundations. At the same time, many of these organizations are involved in helping the community cope with the aftermath of the recent economic crisis. Today, more than ever, it is important to have an independent, engaged partner to manage the financials.
Legacy offers many different solutions to help charitable trust and foundations, of all sizes, manage their challenges. We take a guarded approach in all of our recommendation, providing unique strategies that help mitigate risk to provide more predictable outcomes. In addition, we also understand the importance of purpose-driven investing, offering an investment return while advancing a cause.
Legacy is dedicated to helping trustees:
- Develop an investment policy statement calibrated to each organizations risk tolerance
- Assist in the screening and selection of money managers
- Provide on-going performance monitoring and risk management
Contact us today to discuss how Legacy Financial Advisors can assist in making your charitable trusts or foundation’s assets as effective as possible.