Nonprofit Endowments & Funding
Investing in the Future
To keep the mission long-lasting, it is important to invest in the sustainability of your organization. Starting an investment plan with professional support can provide long-term stability while building trust with donors, clients, and staff.
Our Endowment Services
Current, historical and future financial planning
Cash-flow modeling and liability matching
Investment Policy Statement creation and consultation
Quarterly Investment Performance deliverables
Recurring meetings with your Nonprofit Board
Amplifying returns so you can invest in others
Our Process
We start with a discovery session to identify organizational history, goals and financial health
We model out cashflow goals, including building upon your organization’s projections and understanding the liabilities
We structure an Investment Policy Statement for your organization to set up guidance and parameters that lead to thoughtful but dynamic investment protocols
We utilize information from discovery, the cash flow and liability analysis, and the Investment Policy Statement, constructing an optimal portfolio for the desired goals of your organization
We meet with you on a predetermined cadence to provide investment and performance updates and ensure organizational investment goals are being met
Extend your team. Enhance your mission.
By partnering with Foundation X, you will instantly onboard a team of philanthropic experts as an extension of your mission, providing more than ever before.