Endowment Planning

Maximize your community impact and causes that matter most with a proven endowment planning process. If you’re an organization with an endowment you’d like to secure, we can empower you to scale your impact while you focus on the causes and projects that matter most.

Benefits of Endowment Planning with The Advisory Group of San Francisco

The primary duty of most financial stewards is to manage a prudent investment process. We help you understand and fulfill your fiduciary responsibility, simplify your job and improve outcomes for beneficiaries and stakeholders. Our institutional-quality, proven endowment planning process applies industry best practices and uncommon insight, so you can focus on your core mission or business.

For your foundation or endowment:

When you work with us, we help you set a(n)

• spending policy strategy
• investment policy consistent with spending policy

You also receive:

• fiduciary support for UPMIFA compliance
• sophisticated reporting
• audit support
• short- and long-term strategies as needed

Using our 5-step investment management process, we connect your strategic goals to your investment strategy(ies).