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Investing for a Better Tomorrow.


Mission-Driven Foundations and Endowment Services

Do you know what investments are in your non-profit portfolio? Are these investments working for or against your mission? Most endowments and foundations are established to help further a particular cause and therefore it makes perfect sense that your non-profit monies be aligned with your purpose. This can be accomplished by implementing Mission-Driven investing. Working with Blue Summit to implement a Mission-Driven investment strategy will give your non-profit the clarity and confidence to move forward with aligning investments with the mission of the organization.

  • Investment Committee Education
  • Create Investment Policy Statement (IPS)
  • SRI Investment Selection
  • Develop Proxy Voting Guidelines
  • Portfolio Oversight and Quarterly Rebalancing
  • Annual Review of Strategy
  • Performance Monitoring and Reporting
  • Community Investment Selection
  • Donor Presentations

 

Individual, Family, and Life Planning Services

Company Retirement Plans and Services

Mission-Driven Foundations and Endowment Services