Non-Profit Advisory Services

Financial Strategy
Built to Sustain
Your Mission
Plan Accordingly.

SC Advisors partners with foundations, nonprofits, and charitable organizations to build the financial frameworks — endowment management, IPS design, planned giving programs, and portfolio governance — that protect your mission for generations.

Schedule a Consultation Download the IPS Guide

Non-Profit Advisory Suite

Foundations · Endowments · Charitable Orgs

Endowment portfolio management & governance
Investment Policy Statement (IPS) design
Planned giving program development
Fundraising strategy & donor engagement
Board financial education & reporting

$1.7T+

Assets held in U.S. nonprofit endowments (NACUBO, 2025)

1 in 4

Small Foundations without an IPS (2019 survey by Exponent Philanthropy)

Foundations & Endowments

501(c)(3) Organizations

Community Foundations

Religious Institutions

Healthcare Nonprofits

Educational Foundations

^{Advisory Services}
Comprehensive support for
every dimension of nonprofit finance

^{Cornerstone Service}

Portfolio Management

We serve as your outsourced chief investment officer — building and managing a diversified investment portfolio aligned to your mission, time horizon, and spending policy. Rigorous due diligence, manager selection, and ongoing monitoring ensure your assets work as hard as your organization does.

Asset allocation strategy & rebalancing
Manager & fund due diligence
ESG & mission-aligned investing options
Quarterly performance reporting

Investment Policy Statement

We design a formal IPS that defines your investment objectives, risk tolerance, asset allocation targets, rebalancing triggers, and governance procedures — giving your board a clear framework for oversight and decision-making.

Endowment Management

From setting a sustainable spending policy to building a perpetual investment structure, we manage your endowment with the discipline and long-term perspective that safeguards principal while funding your mission annually.

Board Education & Governance

We provide board members with the financial literacy and reporting tools they need to exercise their fiduciary duty with confidence — from investment committee training to clear, digestible performance dashboards.

^{Investment Policy Statement}
Your fiduciary
foundation starts with
a formal IPS

An Investment Policy Statement is the governing document for every investment decision your organization makes. We draft, implement, and maintain an IPS that keeps your board protected, your portfolio disciplined, and your mission funded.

01. Define Objectives & Risk Tolerance

We work with your leadership and board to document your organization's investment objectives, time horizon, liquidity needs, and risk capacity in clear, enforceable language.

02. Establish Asset Allocation Targets

Target allocations and acceptable ranges for each asset class are codified, ensuring your portfolio stays anchored to strategy rather than reacting to short-term market noise.

03. Set Spending Policy Parameters

We model sustainable spending rates that preserve endowment principal over the long term while providing predictable distributions to fund your annual programs and operations.

04. Build Governance Procedures

Rebalancing triggers, manager evaluation criteria, reporting cadence, and amendment protocols are documented — giving your investment committee a clear operating manual.

^{Endowment Management}
Protect the principal.
Fund the mission.
Grow the legacy.

Endowment management requires the discipline to balance present spending needs against perpetual growth — a balancing act most nonprofits navigate without a specialist. We bring institutional-grade rigor to organizations of every size.

Spending Policy Design

We establish a spending rate that preserves purchasing power across market cycles — typically a 3–5 year rolling average method to smooth distribution volatility.

Long-Term Return Orientation

Endowments benefit from a long horizon — we leverage this by incorporating illiquidity premiums through real assets and alternative strategies where appropriate.

Inflation Protection

We incorporate TIPS, real estate, commodities, and other inflation-sensitive assets to ensure your endowment retains real purchasing power over decades.

^{Fundraising & Planned Giving}
Grow the resources that power your purpose

We help nonprofits build sustainable revenue pipelines — from campaign financial strategy to structured planned giving programs that cultivate major donors and legacy gifts.

Fundraising Strategy

Financial modeling and campaign structuring support to help your development team raise more — and deploy gifts more strategically.

Capital Campaign Financial Modeling

Project gift levels, timeline, and deployment strategy for major capital campaigns — giving leadership confidence in the financial structure before launch.

Gift Acceptance Policy Development

We help you craft policies that govern which gifts you accept — including complex assets like real estate, closely held stock, and cryptocurrency donations.

Named Fund & Endowment Strategy

Structure named endowment funds, scholarship funds, and legacy giving options that provide donors with lasting recognition and your organization with permanent capital.

Donor Stewardship Reporting

We produce clear, compelling investment performance reports for major donors and board members that build trust and fuel continued philanthropic commitment.

Planned Giving Programs

Structured planned giving programs that cultivate legacy donors and unlock a new category of philanthropic support for your organization.

Bequest & Legacy Society Programs

We help you establish and promote a legacy society, creating infrastructure to recognize, cultivate, and steward donors who include your organization in their estate plans.

Charitable Remainder Trusts (CRTs)

We advise donors and your development team on CRT structures that provide donors with income, tax deductions, and an ultimate charitable gift to your organization.

Charitable Lead Trusts (CLTs)

CLTs allow donors to make regular payments to your nonprofit for a defined period, with the remainder passing to their heirs — an effective estate and philanthropic planning tool.

Qualified Charitable Distributions (QCDs)

We educate and coordinate with donors aged 70½+ to direct IRA distributions directly to your organization — satisfying RMDs while maximizing tax efficiency for the donor.

^{Our Engagement Process}
From first meeting to
full implementation

01

Discovery Meeting

We learn your organization's mission, financial position, board structure, and current investment arrangements — identifying gaps and opportunities.

Week 1–2

02

Strategy & IPS Design

We draft your Investment Policy Statement, spending policy, and recommended asset allocation — presented to the board for review and approval.

Week 3–6

03

Portfolio Implementation

Accounts are established, assets are transitioned, and the portfolio is built according to the approved IPS — with full transparency throughout.

Week 7–12

04

Ongoing Advisory

Quarterly board reporting, annual IPS review, planned giving consultation, and responsive advisory support as your organization grows and evolves.

Ongoing

^{Partner With SC Advisors}
Your mission is too important
to navigate without a plan

Schedule a complimentary consultation to discuss your organization's financial needs. Whether you're building your first endowment or refining an established portfolio, SC Advisors brings institutional expertise scaled to your organization.