What Every Nonprofit Leader Should Be Thinking About Right Now Can We Fund Our Mission Next Year? Funding uncertainty is no longer a future concern. It's today's reality. From delayed government payments to changing donor priorities, nonprofit leaders are facing difficult questions about long-term sustainability. Join us to discuss practical strategies for creating more stable, diversified funding streams and Read More
Market & Economic Snapshot Q2 2026
In this quarterly report, we discuss the role of the Federal Reserve, its impact on interest rates and financial markets — and what that means for long-term investors and nonprofit leaders managing portfolios. Download full snapshot here. Read More
Building Financial Confidence Workshop
A virtual workshop for nonprofit boards and teams looking to read financial statements, strengthen oversight, and spot organizational risks earlier. Register Now Why This Workshop Matters Financial conversations become easier when everyone understands what they are looking at. Nonprofit financials can be intimidating, especially when board Read More
Market & Economic Snapshot Q1 2026
In this quarterly report, we explain how rising energy prices ripple through the economy — and what that means for long-term investors and nonprofit leaders managing portfolios. Download full snapshot here. Read More
Jan 21st, 2026 – Your Endowment Roadmap: What You Need to Get It Started (Virtual Event)
Think it’d be great to have an endowment but aren’t sure where to start? This is for you!We’re getting together with some brilliant experts across multiple fields to help nonprofit leaders and board members who think it’d be great to have an endowment but aren’t sure where to start. Jan. 21, 2026 10 am Pacific/ 1 pm Eastern We’ll walk you through more impactful fundraising techniques, attract planned giving, Read More
6 Years of Serving Nonprofits
We just passed another milestone: 6 years in business!We’re so grateful for all the wonderful nonprofits who have trusted us — a small, women-owned firm that combines financially smart investment services with socially responsible values that support your mission.In the emerging frontier of social investing, we saw that the specific needs of nonprofits were being underserved by the investment business community. Read More
Over $100M Managed for Nonprofits
We’ve had so much going on this year, but we want to share an important milestone we crossed.Drum roll, please … we now have more than $100 million in assets under management!That’s more than just a big number — though we do come from an industry that cares about having lots of zeroes.We see it as a testament to our clients’ faith in us managing their investments wisely so they can focus on their mission and have a Read More
