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 2016 through the 2025 fiscal years, Capital Group gave more than $375 million to nonprofit organizations. In fiscal year 2025, Capital Group made nearly 800 associate-driven grants to nonprofits, and 925 leadership roles at endownments, foundations and similar organizations were held by associates.

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.
$375 million donation over 10 years. Nearly 800 associate driven grants and 925 leadership roles held by associates.
INSIGHTS

Research-driven perspectives to assist 

Endowments & Foundations

EXPLORE ALL INSIGHTS
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*Capital Group gave $375 million to nonprofit organizations from fiscal year 2016 through fiscal year 2025, nearly all of which was directed by associates to the programs and organizations of their choosing. Fiscal year 2025 ran from July 1, 2024, through June 30, 2025. Data as of June 30, 2025.
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