Our mission is to help you accomplish your mission.
Private foundation, not-for-profit and nonprofit governance and management often requires knowledge and proficiencies that go beyond the capabilities of an organization’s staff members.
As part of your team—which may include attorneys, CPAs or other advisors—Heritage provides administrative and investment expertise to help your organization achieve its mission today and across future generations.
Building on our foundation of fiduciary service, Heritage has established a broad array of philanthropic services for all sizes of nonprofits and private foundations.
We have the depth and breadth of experience to help organizations of all sizes reach their goals.
Heritage provides a team approach to Foundation Investment Management in addition to an Outsourced Chief Investment Officer (OCIO) solution. Our experts work with leadership and board members to create or review the investment policy and monitor compliance with established benchmarks. Through prudent investment and spending policies, Heritage assists leadership to meet current needs along with creating equity among future generations.
Our experienced staff also assists with governance issues, helps with onboarding new board members, leads regular committee education and provides consultation on gift planning. Our mission is to help you accomplish your mission.
