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.
How we can help
RECESSION SCENARIO PLANNING
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.
We will share best practices from across our client base to assist you with UPMIFA compliance and organizational governance.
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.
Through our experience developing charitable giving plans for high-net-worth clients, we can advise your development office on marketing efforts and donor education.
Philanthropy is deeply ingrained in our culture.
Capital Group and its associates are highly charitable. From the 2011 through the 2020 fiscal years, Capital Group gave more than $250 million to nonprofit organizations. In fiscal year 2020, Capital Group made 600 associate-driven grants to nonprofits, while 400 associates served on nonprofit boards.