Foundations and Endowments

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Mission-aligned investment strategy with fiduciary focus.

Your Wealth, Your Impact

A Refined Approach to Philanthropy

Lesley Draper, Partner, Wealth Advisor shares the impact of strategic planning in helping clients give more effectively to the causes they care about most.

Services for foundations and endowments

At Corient, our Foundations and Endowments Team acts as a true Outsourced Chief Investment Officer (OCIO)—delivering the expertise and oversight foundations, endowments and nonprofit institutions need to thrive. We help design and implement comprehensive investment strategies that support both annual programmatic needs and long-term sustainability—all while honoring donor intent and institutional purpose.

 

We tailor solutions to your mission, scale and operating structure—managing your capital so you can focus on making an impact.

Services at-a-glance

Corient’s team has expertise working with various nonprofit clients and customizing our services to reflect your distinct objectives, priorities and timelines. These include:

Investment Management

  • Strategic Asset Allocation
  • Custom Global Multi-Asset Class Portfolios
  • Public & Private Markets
  • Passive & Active Approaches
  • Mission Aligned Investing
  • Open Architecture Approach
  • Consistent with IRS regulations
  • Retirement Plan Management and Administration
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Nonprofit Planning Support

  • Policy Statement Review & Design
  • Cash Flow & Spending Analysis
  • Strategic Planned Giving Support
  • Board and Committee Education

A process centred on you

  • Step 1

    We begin by working closely with your organization to understand your mission, culture, assets, commitments and goals for the future.

  • Step 2

    Within this construct, we then help you define the specific investment and spending policies that can help you achieve your goals.

  • Step 3

    Finally, we build bespoke strategies and solutions that align with your mission and are designed to help manage cash flow, protect and grow assets and ensure the continued ability to serve your mission.

     

Continue Your Journey

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