Endowments & Foundations
Our tax-exempt service for private/community foundations, nonprofit endowments, and educational/religious organizations is here to help you with your mission.
The Tiedemann approach to endowments and foundations
We take a values-based approach to serving all clients, and our foundation clients are no exception.
We understand the nuances unique to foundations: board processes, legal frameworks, committee dynamics and rigorous institutional controls. And we are flexible in responding to your governance norms in providing education, reporting and facilitation for your committees, board and staff.
We see ourselves as a knowledge partner to your entire organization. We create tailored educational sessions to empower executive teams and boards to make more informed decisions around aligning their investments with their goals and values.
With our advisors experienced in tax-exempt investing, you get institutional risk-mitigating strategies and practices, along with robust impact strategies that can be fully integrated into all services and generally compatible with your conventional investing strategies. And with a small client-to-advisor ratio, plus a robust investment team acting in support, every client gets the personalized service and attention they deserve.
At a Glance
$2B foundation assets under management
$900M foundation assets committed to impact strategies
60 foundation and tax-exempt clients
What do you get with Tiedemann as your partner?
We start with a review of your mission, vision and all financial details. Next, we customize educational sessions for the team on goal setting and mission alignment, impact investing, investment management, and fiduciary roles as needed. Then, together, we create a long-term strategic plan for financial and non-financial outcomes, accounting for changes in perpetuity goals, leadership, mission and governance.
Each relationship is tailored to your foundation’s culture and mission. We facilitate investment committee meetings and the development of materials to be used, as well as coordinate with program staff, accountants, attorneys and other consultants and advisors. Interactive trainings are often provided and continual shared learning on topics ranging from fiduciary roles, effective investment management, goal setting and mission alignment.
Where might your mission take you?
Our experience working with clients begins with integrating your mission and goals into your investment policy statement. Our strategy design is complemented by our deep knowledge in portfolio construction and manager research, due diligence and ongoing monitoring. This competency spans both traditional and impact investing. Our consolidated performance reports include both of these as well.
Impact & mission-related investing
We have been doing sustainable investing longer than almost anyone — with over a decade of experience serving a broad range of clients that seek to align their portfolios with their social and environmental values. We utilize a broad range of approaches to customize investment solutions to your financial needs and organizational mission: negative and positive screens; mission-related investing (MRI); program-related investing (PRI); environmental, social and governance (ESG) strategies that utilize shareholder engagement, private investing through private equity and venture capital; and a myriad of thought-leadership and field building in this rapidly emerging field.
You’re driven by purpose.
We’re driven by partnership. Let’s see what we can accomplish together.