We help our clients work through endowment structure and related investment and spending policy options, providing the board and staff with a clear path forward. We review the efficacy of existing or dormant endowments, as well as help consult around the construction and launch of new endowment options.
We review the historical funding trends and provide guidance on how to optimize future capital campaign, legacy or planned giving programs to achieve endowment funding goals.
We offer a full suite of investment management solutions specifically designed to address the goals, stewardship story and mission of today's charitable organization. If desired, we can provide a benchmarking analysis to confirm governing documents, service model, policies, allocations, performance and fees are in line with expectations.
Prudentia Endowment & Planned Giving
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