Nonprofit Investment Management
“We make a living by what we get, but we make a life by what we give.”
- Winston Churchill
A nonprofit’s investments answer to two timelines at once: the work you fund today, and the mission you’re protecting for the years ahead.
At Buttonwood Wealth, nonprofit investment management is built around that balance. We help foundations, endowments, and charitable organizations put their assets to work in service of the mission, with the same disciplined, evidence-based approach we bring to every dollar in our care.
We start with your purpose and your obligations, then build a portfolio and a plan that keep both in view.
Investment Management for Nonprofit Organizations
Every nonprofit is accountable to someone. Donors. A board. The community it serves. Investment management for nonprofit organizations has to honor that accountability.
To that end, we help you set an investment policy that reflects your mission and your tolerance for risk, build a diversified portfolio to match, and keep spending sustainable so the organization can fund its work without drawing down its future. Good nonprofit investment management keeps that balance steady, even when markets aren’t.
As a Virginia-based advisor, we’re proud to serve foundations and nonprofits across the Commonwealth and beyond.
What that can involve:
- Investment policy statement (IPS) development
- Asset allocation and portfolio construction
- Spending and distribution policy support
- Cost and performance benchmarking
- Investment committee and fiduciary support
- Ongoing oversight and reporting
Foundation Investment Management
Foundations and endowments face a particular challenge: giving generously now while preserving capital for generations of grants to come. Foundation investment management is the discipline of holding those two goals in balance. We help you align your spending policy, time horizon, and portfolio so today’s giving doesn’t come at tomorrow’s expense, and so the fund can keep doing good long after this year’s grants are made.
Stewardship That Lasts
The point of nonprofit investment management isn’t the portfolio. It’s what the portfolio makes possible. A mission that keeps giving, year after year.
That’s the quiet role Buttonwood Wealth plays: quietly stewarding the assets so your organization can do the loud, important work.
Want to know who you’d be working with? Meet the team.
Buttonwood Wealth is an SEC Registered Investment Advisor. This page is general in nature, does not constitute personalized investment, tax, or legal advice, and is not an offer or solicitation to buy or sell any security. Foundations and nonprofit organizations should consult their own legal and tax professionals regarding governance, spending, and compliance matters. Live Your Legacy® is a registered trademark of Buttonwood Wealth.