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Non-Profit Portfolio Management

Profitable ambitions for your non-profit portfolio.

Our attention makes the difference. Our non-profit clients appreciate the opportunity to look the decision-makers in the eye to understand the philosophy, strategy and thinking behind every investment choice. Your non-profit will receive the care and attention it deserves, backed by an experienced ensemble and extensive industry research. This is how we conduct your non-profit’s resources toward a prosperous future.

 

Carnegie’s team members have extensive experience working with non-profits as it relates to fund development. Below are examples of how Carnegie can provide assistance:

  • Planned Giving Seminars – tax and estate planning strategies
  • Direct Donor Support
  • Assistance with Donor-Oriented Marketing Collateral
  • General Support and Sponsorship of Organization Events

In addition to your monthly custodian-generated statements, Carnegie will supply quarterly statements that include:

  • Personalized analysis of the portfolio
  • Commentary on current market & economic environment
  • Portfolio summary
  • Portfolio appraisal
  • Performance report
  • Purchase and sale report
  • Realized capital gains and losses report (annually)

We look forward to the opportunity to enhance your portfolio and conduct you to a prosperous future.

Why is Carnegie right for foundations and non-profits?