As independent registered investment advisors with a focus on the non-profit sector, we help non-profits with: endowment & cash reserves management, fundraising and stewardship of resources, and assisting the board in navigating their fiduciary obligations.
cash reserves management
fundraising and stewardship of resources
assisting the board in navigating their fiduciary obligations
Non-profit client focus areas of Plum Street Advisors include:
We understand the unique needs of non-profit entities…
not only from serving them as clients, but because we have participated on non-profit boards for decades as volunteers.We look to help board members gain a comprehensive understanding of theirfiduciary obligations; achieve an integration of fundraising and financials, and align their entity’s goals and mission with their investment portfolio.
We follow a planning-first approach, meaning we do not charge feesfor board education or financial planning work.Additionally, our investment advisory services often result in significantly lower cost portfolios. We have designed our services from your perspective and always strive to sit on your side of the table.
Let us come and speak to you or your finance committee
about our unique approach to serving the non-profit sector.