Financial Services Built Around Your Mission
Running a foundation, endowment, or nonprofit means carrying financial complexity alongside your daily responsibilities. We manage investment oversight, governance, distribution, and tax considerations so these do not get in the way of your purpose-driven work.
We Work with Organizations Like Yours
Private Foundations
Managing a private foundation means balancing investment returns against mandatory distribution requirements, while staying accountable to a board and compliant with IRS regulations. We bring investment discipline and practical operational support to foundations of all sizes.
Community Foundations & Donor-Advised Funds
Community foundations face the added complexity of managing pooled assets for multiple donors with different timelines and goals. We help structure investment policies and reporting frameworks that serve your donor community while meeting your fiduciary obligations.
Charitable Trusts
Charitable remainder trusts, charitable lead trusts, and similar vehicles require careful coordination between investment strategy and distributions. We work alongside your legal counsel to ensure the portfolio supports both income requirements and the charitable purpose over the life of the trust.
Nonprofit Organizations with Endowments
An endowment is only as effective as the strategy behind it. We help nonprofits develop investment policies, set appropriate spending rates, and build portfolios designed to preserve purchasing power over time. This helps give your organization the financial footing to pursue its mission for decades.
More Than an Investment Manager
Wescott has served charitable organizations for decades, and what our foundation clients consistently tell us is that investment management is just the beginning. Over time, they turn to us for guidance on distribution policy, board governance questions, administrative transitions, tax compliance, and strategic decisions that don’t neatly fit into any one professional’s lane.
We attend board meetings. We advise on job descriptions when leadership turns over. We weigh in when grant policy questions intersect with financial considerations. We do this because we understand that the financial health of a nonprofit is just as important as its operational and governance health, and because our clients have trusted us enough to ask.
That’s the kind of relationship we aim to build with the organizations we serve.
What Nonprofit & Foundation Services Look Like at Wescott
Investment Management
- Custom portfolio construction aligned with your investment policy statement
- Asset allocation designed around your distribution requirements and time horizon
- Values-aligned investment options
- Ongoing portfolio monitoring and rebalancing
Policy & Governance Support
- Investment policy statement development and review
- Support for board-level investment committee discussions
- Trustee transitions and administrative coordination
- Guidance on governance best practices
Tax & Compliance Coordination
- Distribution requirement planning
- Coordination with your legal counsel and CPA
- Support for Form 990-PF reporting needs
- Ensure required minimum distributions are met
- Coordination of third-party contributions
Reporting & Communication
- Clear, board-ready investment reports
- myWescottVault® for consolidated portfolio access
- Transparent fee structures with no hidden layers
- Ongoing access to the Wescott team between formal reviews
Invested in More Than Returns
Wescott is a Certified B-Corp, a designation that reflects our commitment to operating with accountability and a focus on more than just our bottom line. We believe financial expertise and community impact shouldn’t be in conflict. For the nonprofits and foundations we serve, that alignment matters.
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Find Out What the Right Partnership Looks Like
Every organization we work with comes to us for different reasons. Let’s talk about where you could use support, and how Wescott’s team of nonprofit experts can help.
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