We understand the challenges of nonprofit and foundation management.
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A nonprofit cannot fulfill its mission if it doesn’t have adequate resources, both now and in the future. It can be a challenge to manage.
To address this, Carnegie formed a dedicated team to better serve nonprofits. Our approach extends beyond investment management; we partner with your team to provide comprehensive, ongoing financial guidance and development support. |
Operational costs
Capital growth expenditures Increasing awareness among your target audience Raising funds from donors |
A dedicated nonprofit team for comprehensive supportCarnegie has a long history of serving nonprofits. Many organizations have turned to us for investment guidance after feeling overlooked and underserved, resulting in frustration and subpar outcomes.
To address this, Carnegie formed a dedicated team to better serve nonprofits. Our approach extends beyond investment management; we partner with your team to provide comprehensive, ongoing financial guidance and development support. |
We partner with a wide range of nonprofit organizationsServing both emerging and long-standing nonprofits with $500,000 or more of investable assets.
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With a Carnegie Advisor,
your nonprofit can expect:
Investment Policy Statement (IPS) Development
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At Carnegie, your Investment Policy Statement (IPS) is the cornerstone of our partnership and a guide for your custom portfolio. We collaborate with key individuals to develop or update your IPS with these steps:
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On-demand, on-going
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We understand the importance of knowing you’re on track to meeting your nonprofit’s financial goals. Our nonprofit team is committed to delivering timely and accurate updates tailored to your specific needs so you can have greater confidence and peace of mind.
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Simple fee structure. |
It is essential to have a clear understanding of the fees associated with investment management services. At Carnegie, our compensation is solely based on a pre-agreed percentage of assets managed. This transparent compensation model fosters trust and ensures that both your and our interests are aligned.
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Value-added services
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We recognize that your investment plan is just one component of your comprehensive fundraising strategy. Therefore, we offer complementary services designed to enhance your giving and encourage contributions beyond traditional cash donations.
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Using our proven research experience, we create asset allocations and customized portfolios to support your mission.At Carnegie, our firm’s stability and long-standing tenure serving foundations and nonprofit organizations allows us to build enduring relationships. We start with a thorough understanding of your organization's mission, values and resources. We then develop a financial plan to help strengthen your financial position and create strategies to weather the challenges and capture the opportunities ahead.
Our foundation and nonprofit investment process is based on transparency and an open dialogue with your specific advisor. With foundations and nonprofits, we also facilitate and simplify communications among trustees, board members and you, as portfolio manager or manager of the foundation. |
Carnegie Nonprofit Investment Strategy FAQ
Our guiding investment philosophy is to help clients meet their cash flow and portfolio growth needs while taking the least amount of risk possible to meet those objectives. We only invest client funds in publicly traded stocks or ETFs or bonds which allows us to control risk and keep costs low. We do not invest client funds in hedge funds, private equity or high-cost mutual funds. The stocks we invest in tend to be very high quality, profitable leaders in their respective industries. We prefer to use individual bonds for the fixed income portion of the portfolio so we can control quality, maturity length and cost.
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Seeking an Investment Advisor for Your Nonprofit Organization and Don’t Know Where to Start?
Download Our Guide: A Nonprofit’s Guide to Finding an Investment Advisor
Choosing an investment advisor to become a partner with your organization shouldn't be confusing. In this easy guide, we walk you through the essential questions you should ask when evaluating investment advisors.
Here’s what you’ll uncover: • Key questions to ask potential advisors • How to compare different investment advisors • The importance of a personalized investment strategy • What additional, value-added services your advisor should offer your nonprofit |
Talk to an Investment Professional about Your Nonprofit
Schedule a time to learn more about how we serve nonprofits. We will learn about your organization and provide recommendations for moving forward. We look forward to speaking with you!
Nonprofit Investment Topics by Carnegie Advisors
How Our ‘Counsel’ and Team Approach Helps Us Make Investment DecisionsThe word “counsel” in our name speaks to the expertise we bring to investment management. But how does the Carnegie approach work in practice? How do we synthesize information as a team to help portfolio managers make decisions. Read More.
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How to Craft an Investment Policy Statement for Your Nonprofit, Corporation or YourselfAs a portfolio manager at Carnegie Investment Counsel, I am involved with creating portfolios designed to help clients meet their goals. For individuals, corporations or nonprofits, investment policy statements (IPS) are a way to outline goals and objectives. Read more.
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Hiring a Financial Advisor For Your Nonprofit Can Help Make a Greater Impact
Your work is important and valuable. You might even say you are “doing good in the neighborhood!” When you combine your nonprofit mission with strong financial management you can make an even greater impact for those you serve. Read more.
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How to Start Investing with Intention
Schedule a complimentary consultationFirst, meet with an advisor to discuss your organization's financial objectives.
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Discuss your goals and develop a clear planSecond, we craft an Investment Policy Statement (IPS) (if applicable) that meets your needs and criteria.
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Implement your plan with confidenceThird, implement an investment strategy that satisfies your cash flow, short and long-term goals.
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