Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. When a nonprofit wants a mission-aligned investment strategy, we use the same process.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Cornerstone Financial Advisory

FEBRUARY 26, 2025

In order to leave a legacy of generosity that will continue to help the causes you care about, many Christians include charitable gifts to churches, ministries, and Christian nonprofit organizations in estate plans. Align faith with the distribution of your wealth. Leave a biblical and ethical legacy for the next generation.

Estate Planning 52

Estate Planning Planning Ethics Distribution 52

The Big Picture

AUGUST 29, 2022

BALCHUNAS: Or a coop almost, yeah, or a nonprofit. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. The index fund ultimately would not pay brokers, so he had to — it was — it’s like making a movie outside of all the distribution systems.

Assets 174

Assets Management Marketing Marketing 174