Endowment and Asset Management

Planning for your organization’s financial security means considering more than today. It means looking to the future and anticipating the best safeguards to ensure your continued impact, legacy, and sustainability.

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What is an endowment?

An endowment fund is an account that is actively invested on your ministry’s behalf. It contains cash or appreciated assets that are pooled together by supporters of a nonprofit for the purpose of earning income annually. Each year, a portion of the earned investment income can be withdrawn, while the remainder is reinvested in the fund to add to the principal for compounding growth. In this respect, an endowment is a perpetual gift to your organization!

Partner with Faithward Advisors to launch or manage asset funds such as an endowment or investment account. Our team can assist you in preparation, guidance, and communication. Our professional guidance for endowment growth potential and creative ways to give appreciated assets augment our team’s overall investment management of the funds in the endowment account.

An endowment can be an invaluable addition to your planned giving strategy as it can attract new donors and diversify your streams of income. Ultimately, an endowment can be a significant step forwards towards financial security and longevity as an organization.

Financial Services

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Securities offered through American Portfolios Financial Services, Inc. of Holbrook, New York, 631.439.4600,(APFS), member FINRA, SIPC.  Faithward Advisors is not owned or operated by APFS. Faithward Advisors is an SEC Registered Investment Advisor. Faithward Advisors is not affiliated with APFS. Dream More, Plan More, Do More is a registered trademark of Faithward Advisors, LLC, Reg. U.S. Pat. & Tm. Off.