Charitable Organizations

We understand fiduciary responsibility, the unique nuances of non-profit organizations, and their philanthropic mission. Our investment consulting services adhere to an unbiased, systematic process designed to manage fiduciary compliance, financial responsibilities, and control risk in a prudent fashion that not only complements your organization’s mission, but facilitates achieving that mission.

Foundations and endowments accept an enormous responsibility being entrusted with sizable sums of money. Often, when these sums are set aside, they are expected to last into perpetuity, creating challenging responsibilities for trustees. Compounding the complexity is the ever-present eroding effect of inflation.

How we Serve Your Mission

The demands put on the leadership of foundations and endowments are extraordinary. On the one hand, leadership is expected to spend money to fulfill a mission, but on the other they are expected to preserve the real value of their benefits into the future.

We understand the issues and complexities you face in your non-profit fiduciary capacity. We have the experience to help meet your ongoing and future needs. We can help non-profit organizations by:

E

Developing Spending Policies

E

Cash Flow Analysis

E

Selecting Professional Investment Managers

E

Optimal Blending of Active and Passive Management Strategies

E

Objective Investment Manager Performance Evaluation

E

Formulating Socially Responsible Investment Portfolios

E

Lowering Overall Investment Fees through Consolidation, Negotiation, and our Unique MissionView™ portal

Comprehensive Services

E

Investment Management Consulting

E

Cash Flow Analysis

E

Reporting Services

E

Spending Policy

E

Director/Trustee Fiduciary Training

E

Grants & Donor Systems Consulting

Missionview

Sophisticated Simplicity

MissionView is an asset and liability aggregation tool with 24/7 internet portal access. Obtain a consolidated, real-time view of your complete financial circumstances, on-demand financial statements, cash flow and other reports at your fingertips. Significantly increase collaboration among your most important members and advisors, while saving time and money. Securely store and share important documents electronically at your discretion.

MissionView provides sophisticated simplicity 24/7.

info@idawealth.com
(888) 401-2083

Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (305) 853-5899
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083