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.

women involved in endowments and foundations


How we can help

developing investment policies for endowments and foundations
supporting endowments and foundations as a fiduciary
recession planning for endowments and foundations
educating donors for endowments and foundations


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.

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.

Research-driven perspectives to assist 

Endowments & Foundations

people connecting with an advisor

Let’s continue the conversation.

Reach out to connect with one of our Private Wealth Advisors.