Non-profit boards and investment committees face unique challenges. There are multiple stakeholders involved, with a unified vision, seeking to maximize impact over the course of decades and beyond.
Core Planning assists non-profit organizations in all aspects of investment management, risk management, and board governance.
Non-profit board members are held to a fiduciary standard of care to act in the best interest of the organization they serve.
Oftentimes, boards find themselves unknowingly breaching this duty by mismatching bylaws with endowment polices, failing to keep processes current with ever changing IRS regulations, or engaging investment programs with hidden and unnecessary underlying fees.
We address these issues by forming an independent, non-sales, fiduciary relationship with our non-profit clients.