Endowments
& Foundations

Endowment & Foundation Services

At Nachman Norwood & Parrott, we have a passion for serving non-profit organizations that benefit our community.

First, we need to understand your goals. We’ll spend plenty of time getting to know what your organization needs to accomplish so that we can put together the best possible plan in a cost-effective manner.

Our work doesn’t stop there. From investment policy creation to board presentations, we’ll be at your side every step of the way to monitor, report on and review your progress. After all, when we start a relationship with an endowment or foundation, we aren’t just a consultant—we see ourselves as an extension of your team.

Goal Development

Investment Policy Creation

Spending Policy Development

Fiduciary Services and Guidance

Ongoing Monitoring

Committee Reports and Presentations

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