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
Regulatory Compliance and Governance
Operational Financial Support
- Custom investment policies aligned with your mission and values
- Endowment management focused on balancing growth and spending needs
- ESG and impact investment options that complement your foundation’s purpose
- Risk management strategies designed for perpetual foundations
- Management of minimum distribution requirements (5% rule)
- Support for board fiduciary responsibilities and investment committees
- Documentation and reporting for regulatory compliance
- Guidance on grant-making strategies that fulfill your mission
- Cash flow planning for grant cycles and operational needs
- Fee transparency and cost-effective investment solutions
- Coordination with your accounting and legal teams
- 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.
