Specialized Financial Guidance for Foundation Leaders
Managing a nonprofit foundation comes with unique responsibilities and challenges. At AHC, we provide specialized investment management services designed specifically for foundations seeking to maximize their impact while ensuring long-term financial sustainability.
Your Foundation's Mission: Our Investment Priority
We understand that your foundation's assets represent more than just numbers on a balance sheet—they're the financial backbone of your mission and community impact. Our team of experienced advisors helps translate your charitable vision into sound investment strategies that support your organization's goals
How We Support Nonprofit Foundations
Strategic Investment Management
Custom Investment
Custom investment policies aligned with your mission and values
Endowment Management
Endowment management focused on balancing growth and spending needs
ESG and Impact
ESG and impact investment options that complement your foundation’s purpose
Risk Management
Risk management strategies designed for perpetual foundations
Regulatory Compliance and Governance
Management of Distribution
Management of minimum distribution requirements (5% rule)
Support for Board Fiduciary
Support for board fiduciary responsibilities and investment committees
Documentation and Reporting
Documentation and reporting for regulatory compliance
Grant-Making Strategy
Guidance on grant-making strategies that fulfill your mission
Operational Financial Support
Cash Flow Planning
Cash flow planning for grant cycles and operational needs
Fees and Solutions
Fee transparency and cost-effective investment solutions
Coordination
Coordination with your accounting and legal teams
Educational Resources
Educational resources for board members and foundation leadership
Foundation-Focused Expertise
Our team brings specialized foundation based expertise working with nonprofit foundations across various sizes and focus areas. We understand the unique challenges you face—from balancing current spending with long-term sustainability to navigating complex regulatory requirements.
Foundation Client Partnerships
Our foundation clients include family foundations, community foundations, private foundations focused on education, healthcare, arts, environmental causes, and more. What unites them is the shared goal to utilize our financial expertise to achieve enhanced mission fulfillment.
Strengthen Your Foundation's Financial Future
Whether you're launching a new foundation, seeking to improve your current investment approach, or planning for leadership transition, our team is ready to help your organization achieve greater impact through sound financial management.
Schedule a consultation to discuss how we can help your foundation align its investment strategy with its mission with the goal of ensuring financial sustainability for generations to come.
Coordinate
Coordination with your legal and accounting teams for seamless execution
Invest
Investment structuring for proceeds to support your next chapter
Evaluate
Evaluation of various deal structures and their long-term implications
Model
Cash flow modeling to ensure financial continuity during the transition exit strategy development aligned with your post-sale lifestyle goals
