Institutions & Nonprofits
Your endowment should support your mission, not complicate it.
Nonprofit leaders face unique financial challenges:
- Managing endowments that need to generate current spending while preserving purchasing power
- Balancing conservative approaches that protect donor contributions against growth needs that fund programs, coordinating between operating reserves and long-term endowments
- Maintaining board oversight across complex investment decisions
Many organizations struggle with competing priorities. You may have investment committees lacking experience to oversee portfolios, outdated spending policies, donor restrictions that complicate strategy, or fragmented oversight. It’s easy to end up with an approach to investment that’s either too conservative, watching purchasing power erode, or too aggressive without proper governance frameworks
When Financial Management Doesn’t Support Mission Impact
Without strategic coordination, your organization faces:
- Spending policies disconnected from actual investment returns
- Asset allocations that don’t match your time horizon or risk capacity
- Unclear governance creating inconsistent decisions
- Donor concerns about stewardship
- Regulatory compliance gaps
- Operating reserves sitting idle
Connect with a Wealth Management Professional
Strategic wealth management helps you develop investment policies, manage endowments effectively, and build financial frameworks that support sustainable operations and program growth.
Comprehensive Support for Nonprofit Financial Management
We develop spending policies that balance current needs with sustainability, implement investment strategies appropriate for your endowment's size, coordinate across multiple funds with different restrictions, and structure portfolios that withstand market volatility.
We help meet minimum distribution requirements while maintaining asset base, structure investments to generate liquidity for grant distributions, and position portfolios to support both current impact and long-term sustainability.
We create formal frameworks that guide decision-making, establish spending policies and asset allocation targets, define risk tolerance and acceptable investments, and document processes that demonstrate fiduciary prudence.
We determine appropriate reserve levels based on operating needs, structure short-term investments that balance safety with return, and position liquidity to meet obligations without excess idle cash.
What Strategic Nonprofit Wealth Management Provides
When nonprofit organizations align investment strategy with mission and governance, financial resources work more effectively toward impact.
- Investment Strategy That Balances Multiple Objectives
- Governance and Risk Management Frameworks
- Compliance With Regulatory and Donor Requirements
- Transparent Stewardship That Strengthens Donor Relations
Specialized Experience in Nonprofit Financial Management
Our team holds credentials including the CERTIFIED FINANCIAL PLANNER™ designation and Chartered Advisor in Philanthropy (CAP®), representing specialized training in nonprofit financial management. With over 40 years of combined experience serving nonprofit institutions, foundations, and charitable organizations, we understand the fiduciary obligations nonprofit leaders carry and the balance between current program needs and long-term sustainability.
Let’s discuss your nonprofit’s financial situation and how strategic wealth management can better serve your mission.
Meet our Wealth Management Leaders
NOTE
Securities through Valmark Securities, Inc., member FINRA, SIPC. Investment Advisory services are offered through BPM Wealth Advisors, LLC and/or Valmark Advisers, Inc. a SEC Registered Investment Advisor, with address of 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431, and telephone number +1 (800) 765-5201. BPM LLP and BPM Wealth Advisors, LLC are entities separate from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS Link
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Start the conversation
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.