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Intelligent Investing

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Nonprofits and Institutional Wealth

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 a transparent and continual dialogue with your organization, so we have a deep and thorough understanding of your organization’s mission, values, and resources.

Corporate and nonprofit institutions, foundations, and endowments need strategic direction regarding asset and risk management. We understand your budget, goals, and objectives and how capital preservation is extremely important to you. We can tailor a portfolio based on your specific needs and monitor it to ensure it stays on track (both from a return and risk perspective).

Indefinite Time Horizon

You want your company or institution to last for generations. That’s why we can create a portfolio that assumes a perpetual time horizon to allow you a better chance of meeting your spending needs and preserving your capital by taking an appropriate amount of risk. This indefinite time horizon allows us to create a diversified portfolio which may have an improved chance of weathering the ups-and-downs of market cycles.

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.

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 show interest in this topic. Read more about sustainable investing here. If ESG investing is important to your organization, under certain circumstances, we may be able to create a tailor-made portfolio by screening for environmental, social, and governance investments.

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More Blogs for Nonprofits

How to Use a Donor-Advised Fund with a Financial Advisor

February 19, 2020 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On today’s Intelligent Money Minute, we’ll interview John Putnam on how to use a donor-advised fund (DAF) with a financial advisor. John gives us three insightful reasons to seek your financial advisor concerning your DAF. First, your financial advisor can help you explore the DAF space. It is helpful to ask your financial advisor if […]

What is a Donor-Advised Fund?

January 8, 2020 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On today’s Intelligent Money Minute, we’ll interview John Putnam on what is a donor-advised fund. John begins by giving us a simple definition. A donor-advised fund is a low-cost flexible account for charitable giving. Due to some of the similarities, you can think of a donor-advised fund as a “charitable checking account.” Rather than giving […]

How to Integrate Charitable Giving

December 11, 2019 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On today’s Intelligent Money Minute, we’ll interview John Putnam on how to integrate charitable giving. John discusses ideas on how to encourage charitable giving within your family. First, John states that communication is key for families deciding on how to give. He encourages families to talk about their passions and concerns. Specifically, he encourages family […]

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