Philanthropy
ENDOWMENTS AND FOUNDATIONS
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.
TAILORED PLANS
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.
OUR COMMITMENT
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.
Reach out to connect with one of our Private Wealth Advisors.