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PWM Effective Endowment Management

You have worked hard to create an endowment for your organization. Implementing a sound management strategy for this important fund can be intimidating. Our investment strategists and philanthropic specialists can help your organization create a comprehensive policy for your nonprofit’s investments. We recommend establishing policies focused on asset allocation, spending criteria, and performance monitoring. With a solid foundation from these building blocks, nonprofits can ease their minds about endowment management. PWM Philanthropic Services can provide recommendations for creating a strong strategy for managing your organization’s endowment fund.

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Wealth Management