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Foundation and endowment leaders are doubly charged with investment responsibility, in the forms of wise grantmaking to charitable organizations and sound management of endowment assets.
At Hefren-Tillotson, we understand 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 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 maximize their assets and extend their missions to future generations.
Our services for foundations and endowments include:
Hefren-Tillotson provides long-term strategy and policy support to trustees and professional staff at institutions, foundations, and endowments.
By offering educational seminars and personal consultations, Hefren-Tillotson can help institutions strengthen their donor contributions through gifting strategies.
To learn more about our foundation and endowment services, contact us for a no-obligation consultation today.
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