Not-For-Profit Organizations
Explore how we can meet your organization's needs:
Investing and Investment Management Custody and Administration Planned Giving Executor/Liquidator and Trustee Services Investing and Investment Management
The first step we will take in helping you invest in accordance with the short and long-term objectives of your organization is drafting an investment policy statement in order to address issues specific to your organization. Your formal investment policy statement serves many purposes, including:
•Listing how your organization’s funds should be invested
•Providing a record of your organization’s philosophy, objectives, constraints and operating principles
•Supplying a disciplined approach to investment strategy and day-to-day decision-making
•Helping your organization meet its fiduciary responsibilities
Having created an investment policy statement, the next step in the investment process is to build and monitor your portfolio with a broad range of services:
•Investment strategy and portfolio structuring
•Discretionary and non-discretionary portfolio management
•Proprietary and non-proprietary solutions
•Security research and selection
•Regular portfolio reviews to ensure compliance with stated investment objectives
•Formal investment review meetings
•Quarterly investment commentaries
•Facilitating donations of securities
•Assistance with socially responsible investing
No matter the level of service you require, I will make only those investment decisions that are within the clearly defined parameters set out in your organization’s customized investment policy statement.
Custody and Administration
We also provide a comprehensive package of custody and administrative services, including:
•Safekeeping of all cash and securities
•Collection of income from stocks, bonds and cash
•Settlement of all securities transactions
•Customized reporting options
•Disbursement of funds according to your instructions
•Recordkeeping services and consolidated financial accounting reports
•Other administrative services
Planned Giving
Working with your organization on a one-on-one basis, we can help your potential donors by providing strategies designed to maximize their charitable gift.
For example, we offer a
Charitable Gift Program for those who wish to support charitable causes in a meaningful way, without the time and cost associated with establishing a private foundation or endowment fund.
Executor/Liquidator and Trustee Services
Legal, tax and administrative issues can make the duties of an executor/liquidator very complex and time-consuming.
I can further assist your potential donors by:
•Acting as a professional and impartial corporate executor/liquidator.
•Providing support in all duties—or only those where assistance is required.
•Helping a donor contribute assets through a charitable remainder trust by serving as corporate trustee and administering the assets of the trust.
•Offering comprehensive accounting of estate assets and liabilities.
To provide these services, we work in partnership with RBC Trust Services, a trusted name in the estate administration business with over a century of experience.
