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, 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.

what to expect.

• Creation and implementation of a customized Endowment Management Policy (EMP) that serves as a road map to help the organization achieve its financial, philanthropic, and cash distribution goals.

• Creation and implementation of long-term investment strategies.

• Review of existing bylaws and governance documentation and consultation alongside your organization's legal counsel.

• Ongoing education and communication with board or investment committee members as to the organization's objectives and investment strategies.

• Regular review meetings with board or investment committee members in order to adjust to possible changes in the economy or organizational goals.