Institutions

Foundation and endowment leaders are doubly charged with investment responsibility, in the forms of wise grant making to charitable organizations and sound management of endowment assets.

Hefren-Tillotson understands the importance of upholding the vision of an organization’s founders and preserving their legacy for a future generation. Since 1948, we have built our financial advisory practice with a dedication to the values established by of our founders: objective advice, comprehensive planning, and a dedication to the unique needs of the individual client.

Today, we offer these services to philanthropic organizations so that they can to maximize their assets and extend their missions to future generations.

Our services for foundations and endowments include:

Money Management:  Hefren-Tillotson provides long-term investment strategy and policy support to trustees and professional staff at institutions, foundations, and endowments.

Donor Development:  By offering seminars and personal consultations, Hefren-Tillotson can help institutions strengthen donor contributions through gifting strategies.

To learn more about our foundation and endowment services, contact us for a no-obligation consultation today.