Hefren-Tillotson has a long history of guiding foundations, endowments, pension funds and other institutional clients. We work with you to develop a long-term investment strategy and written investment policy statement - helping to manage your portfolio with attention to expected returns, cash inflows and outflows, risk tolerance, permitted investment classes, asset allocation restrictions, legal issues, and the roles of fiduciaries.
Once the plan is in place, we employ a disciplined, long-term approach that emphasizes prudent diversification, objective selection individual investments or investment managers, and a sensitivity to both risk and costs.
On the nonprofit side, helping you get and keep valuable donors is a critical part of your financial health.
We’ll deliver ongoing seminars to educate your donors on best practices for estate planning and gifting strategies. We’ll help you regularly communicate with your donors and assist you with the personal consultations that can boost endowment giving.
In short, we’ll see to it that no donor goes untapped.