Nonprofit Organizations

The North Star that guides all we do as a team is the commitment to being a trustworthy resource. We firmly believe in the ripple effect that comes from caring deeply about, and being engaged in, the local community. Our unique difference as an advisory team servicing nonprofit organizations is that we've sat where you sit.

Working with your board or other oversight group such as an Investment Committee, we can design and implement a comprehensive investment strategy that aligns with your mission, Investment Policy Statement, long-term goals, and cash flow requirements to generate the income needed to fund your initiatives, operations, and disbursements.

Our unique difference:<br/>We've sat where you sit<br/>

Our unique difference:
We've sat where you sit

Two of us have been part of foundation executive teams. We combine to have been board members of nonprofits more than two dozen times. We commit hundreds of hours each year as volunteers... we've sat where you sit.

We understand your point of view as members of the executive team, board members or passionate volunteers, acting in others' best interest and what it takes to represent your passion project well. Investing is a key aspect to developing reserve funds and striving to achieve financial sustainability for nonprofits.

How We Work

We take a consultative, advice-driven approach, so you can rest assured that your needs and the needs of your organization come first.

Your decision makers stay well-informed about your organization's investment position through transparent, customized reports and presentations to your investment/finance committee.

As fiduciaries, we have an obligation to always act in your organization's best interests.

Customized Investment Portfolios

Our role is to design the most suitable solutions for your organization using investments that are thoroughly screened and identified to offer the best prospects for consistent outperformance.

Funding Considerations

You have a mission, and you need money to accomplish it. Our portfolio construction considers the duration and timing of your cash needs.

Cost Efficiencies

We are able to secure the most competitive terms and pricing for your portfolio. The cost savings you enjoy from paying lower investment fees can be redirected towards your cause, where it belongs.

Wondering where to begin?

Create an Oversight Group

Structure a group responsible for the oversight of the accounts. In this role, you have a fiduciary obligation to ensure you manage your organization's investment programs prudently and cost-effectively. We support you in meeting your fiduciary obligations.

Craft Investment Goals & Create an Investment Policy Statement (IPS)

An IPS will help give clear direction, avoid confusion, create continuity between teams, and effectively implement investment strategies. Our team can then help design the right investment program that meets the specific objectives for each account.

Transparently reporting on your investment portfolios.

Similar to managing a grant, it’s important to consistently monitor markets in relation to your investments and report on progress toward goals to your stakeholders. We streamline this process by providing you with quarterly board reports, monthly statements, and a dashboard you can access at any time.

Why FFG?

We have vast experience working with nonprofit executive teams with the management of their investment portfolios and can educate donor bases about charitable giving opportunities.

How to Reach Us