Every advisor at Intelligent Investing is in a leadership role with a local nonprofit organization. This allows us to feel the heartbeat of nonprofits and foster long-term partnerships in our communities. We strive to deliver institutional-caliber investment expertise to help your organization achieve its mission through all market conditions. Our investment process is based on transparent and continual dialogue with your organization, so we have a deep and thorough understanding of your organization’s mission, values, and resources.
Planned Giving Services
Intelligent Investing provides tailored investment management solutions, comprehensive gift management, and donor support. Attention to detail and high touch service are always at the top of our minds. Once we learn of your unique donor and organizational challenges, we can help meet your nonprofit’s spending needs through comprehensive gift management.
Donor Advised Funds
A donor-advised fund (or DAF) is a philanthropic vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax benefit, and then recommend distributions to their charities from the fund over time. Think of it as a charitable savings account: A donor contributes as frequently as they like and then recommends grants to their favorite charity when they are ready. Intelligent Investing can help assist in choosing the investment choices within donor-advised funds for our clients and assist nonprofits who may want to be on the receiving end of the donations.
Socially Responsible Investing
Due to our values-based finance philosophy and emphasis on integrity, Intelligent Investing believes that taking care of our environment is the right thing to do. We can help your nonprofit by investing in a way that is socially responsible. Socially Responsible Investing (or SRI) is a type of investing that focuses on Environmental, Social and Corporate Governance (or ESG) issues and refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business. Below are some examples.
- Greenhouse gas emissions
- Resource depletion, including water
- Waste and pollution
- Working conditions, including slavery and child labor
- Local communities
- Health and safety
- Employee relations and diversity
- Executive pay
- Bribery and corruption
- Political lobbying and donations
- Board diversity and structure
- Tax strategy
Growing evidence suggests that ESG factors, when integrated into investment analysis and portfolio construction, may offer investors potential long-term performance advantages. There are more than $21 trillion in global assets invested sustainably, and 71% of individual investors are interested in this topic. Read more about sustainable investing here. If ESG investing is important to your organization, under certain circumstances, we can provide a tailor-made portfolio by screening for environmental, social, and governance investments.