For Public and Private Foundations

Managing For Stability And Continuity

As directors and committee members quickly learn, the management of foundation or endowment funds in perpetuity presents its own set of challenges and obligations. Due diligence must be performed, prudent and informed fiscal judgment must be applied and care must be taken to assure that disbursement quotas are met and spending obligations are satisfied. In challenging economic times, skilled management of foundation finances is more critical than ever to maintaining the stability of the funding organizations that serve and enrich our community.

Brady Clark Advisory Group specializes in providing financial management services to a wide variety of public and private foundations. We act not only as an investment advisor, but also as the "history keeper" of the foundation's financial background. As directors come and go, and administrations evolve, Brady Clark Advisory Group supplies the vital continuity your organization needs.

Educating Your Board Of Directors

Brady Clark Advisory Group also acts as a key source of financial information and education for the foundation's Board of Directors. While citizens who serve as directors and committee members are dedicated and engaged, they are not necessarily financial experts. In recent years, a greater burden of fiscal knowledge and responsibility has been placed on Board members. They are required to demonstrate sound fiscal knowledge and follow the rules of prudent investing.

Brady Clark Advisory Group works with boards and committees to develop the financial judgment they require, by delivering face to face presentations, arranging special appearances by investment specialists and market commentators, and holding special foundation and endowment symposiums that feature experts from related fields.

Detailed Planning And Due Diligence To Meet Funding Requirements

As financial advisors to your foundation or endowment fund, Brady Clark Advisory Group will:

• Develop and maintain a working Investment Policy Statement (IPS) that reflects the goals and objectives of the foundation
• Identify suitable benchmarks for monitoring the success of your IPS
• Ensure that due diligence is performed on all investment decisions
• Review your IPS on a quarterly basis, with your Board of Directors or appropriate overseer body
• Meet with your Board as required to review long term goals and meet disbursement quotas and other funding objectives

If you would like more information or you would like to request a meeting, please click here.