ENDOWMENTS AND FOUNDATIONS

Deep experience to help you meet your mission

We have served Endowments and Foundations for many years, and understand the ambitious goals and most pressing needs of nonprofit clients. Whatever your philanthropic objectives, we will create a custom strategy to support your organization today and in the future. Our approach is rigorous and highly detailed ― incorporating your investment objectives, risk tolerance and spending policies.

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TAILORED PLANS

How we can help

developing investment policies for endowments and foundations

We will work with you on annual updates of your Investment Policy Statement to assess whether your asset allocation is consistent with your charitable mission, investment goals and spending policy.

supporting endowments and foundations as a fiduciary

We will share best practices from across our client base to assist you with UPMIFA compliance and organizational governance.

recession planning for endowments and foundations

We will review how periods of economic stress may affect your spending and fundraising, and will advise on how to build a reserve fund if needed. Creating a strategy today can leave your organization better prepared for a recession in the future.

educating donors for endowments and foundations

Through our experience developing charitable giving plans for high-net-worth clients, we can advise your development office on marketing efforts and donor education.

OUR COMMITMENT

Philanthropy is deeply ingrained in our culture.

Capital Group and its associates are highly charitable. From the 2013 through the 2022 fiscal years, Capital Group gave more than $300 million to nonprofit organizations. In fiscal year 2022, Capital Group made nearly 700 associate-driven grants to nonprofits, while 570 associates served on nonprofit boards.

Image shows the statistics on capital group’s philanthropic giving $250 Million USD donations over 10 years, 600 associate-driven grants and 400 associates on boards.
Image shows the statistics on capital group’s philanthropic giving $250 Million USD donations over 10 years, 600 associate-driven grants and 400 associates on boards.
$300 million donation over 10 years. 692 associate driven grants and 570 associates on boards.
INSIGHTS

Research-driven perspectives to assist 

Endowments & Foundations

EXPLORE ALL INSIGHTS
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Capital Group Private Client Services does not provide legal or tax advice. For estate planning or taxation matters, investors should consult with a legal and/or tax advisor regarding their individual circumstances.

 

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