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MASTERPLAN 101 - Lesson 2 is HERE

Institutions & Non-Profits

Helping to preserve a cherished legacy.

Hefren-Tillotson has a long history of guiding foundations, endowments, pension funds and other institutional clients to financial success. Together, we will:
...a long-term investment strategy along with a written investment policy statement.
...your portfolio with attention to returns, cashflow, risk, investment classes, asset allocation restrictions, and other legal issues.
...a disciplined, long-term approach to keep your institution’s investments diversified and on track.

See to it that no donor goes untapped.

On the nonprofit side, helping you get and keep valuable donors is a critical part of your financial health. Together, we will:

Provide educational seminars on best practices for estate planning and gifting strategies.
Help you communicate with your donors more regularly, and find new donors.
Assist with personal consultations that can boost endowment giving.

Take the first step for your institution.

Meet with a Hefren-Tillotson advisor to design an investment plan that meets your goals.


You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.


You Can Rely On.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.