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 understand the nuances unique to foundations, from board processes and legal frameworks to committee dynamics and institutional controls. We see ourselves as a knowledge partner to your entire organization, tailoring educational sessions for your executive teams and boards to help them make informed decisions around aligning investments with their mission and values.

Our clients are served by small, dedicated teams experienced in tax-exempt investing, institutional risk-mitigating strategies and impact strategies — backed by a robust investment team with global reach.

At a Glance

$2B foundation assets under management

60 foundation and tax-exempt clients

What do you get with Tiedemann as your partner?

Strategic Consulting, Education & Goal Setting

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.

Resource for Your Board of Directors

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?

Investment Management

We offer objective investment advice grounded in your mission and goals and complemented by our deep knowledge in portfolio construction, manager research, due diligence and ongoing monitoring.

Learn more about our investment management service Arrow

Impact & mission-related investing

Impact investing is a core competency at Tiedemann. We utilize a broad range of approaches, including negative and positive screens, mission-related investing (MRI), program-related investing (PRI), and environmental, social and governance (ESG) strategies.

Learn more about our impact investing service Arrow

You’re driven by purpose.

We’re driven by partnership. Let’s see what we can accomplish together.

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