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Who We Serve
Nonprofits & Foundations

Financial Planning
for Nonprofits & Foundations

Build a thoughtful plan for wealth, independence, life transitions, and long-term security.

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Our Comprehensive Solution Why Mission Wealth How We Help FAQs

Foundation Planning Questions?

We offer comprehensive, customized solutions designed to help foundations and endowments accomplish their unique objectives.

At Mission Wealth we work with your investment committee to help you gain a more strategic perspective on governance processes and implementation considerations — ensuring the checks and balances necessary to support successful investment execution. We collaborate with nonprofits and community foundations to provide efficient investment solutions in transparency to their donor bases.

Benefits to Working With Us

Our aim is to provide holistic advice, so that we can broadly help our clients advance their nonprofit missions. We counsel our clients on many issues outside of traditional portfolio management, and work with them on topics ranging from sustainable withdrawal percentages to donor support.

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Customized, flexible and scalable solutions

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Reduced fees and streamlined custody

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Global research and resources at your grasp

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Best in class institutional managers, including illiquid investment managers

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Customized low volatility asset allocation for your endowment to create more reliable income for operations

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Market insights, capital markets trade guidance, deep product knowledge, and portfolio customization

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Extensive experience — our team members include CIOs, investment committee members and board members

How We Can Help Endowments and Foundations

Our aim is to provide holistic advice, so that we can broadly help our clients advance their nonprofit missions. We counsel our clients on many issues outside of traditional portfolio management, and work with them on topics ranging from sustainable withdrawal percentages to donor support.

Investment Management

  • Investment Policy Statement Creation
  • Customized Investment Solutions
  • Illiquid Investment Solutions (i.e. Private Equity)
  • Cash Management

Investment Committee Facilitation & Leadership

  • Distribution Sustainability (help on determining the draw)
  • Financial Education
  • Ongoing Performance Reporting
  • Goal Tracking (endowment building, capital campaign, etc.)

Board and Donor Support

  • In-kind donations of stock to an operational account that we can help administer
  • Planned Giving Support, Seminars & Collateral
  • Board Education

Frequently asked questions about Nonprofits & Foundations

Kyle Buffo, CFP®

Client Development Advisor

Foundation Planning Questions?

Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.

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Kyle Buffo, CFP®

Client Development Advisor

Let’s align your wealth with your purpose.

Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.

Prefer a phone call? Call us: 805-902-4550