Endowments and Foundations Strategy and Tactical Support

Managing significant assets and adhering to your mission is critical. As an extension of the investment committee, we bring our expertise in the challenges faced by endowments and charitable foundations. We work with our clients to develop and implement strategies to manage portfolios effectively, be strong stewards, oversee spending and be sustainable.

Along with our own deep experience, we bring with us the extensive resources of Raymond James, to meet your long-term goals.

Endowments and Foundations financial planning services include:

  • Due Diligence and Research
  • Investment Policy Statements
  • Portfolio Management and Rebalancing
  • Spending policy needs, portfolio reviews and stewardship documentation
  • Knowledgeable support and guidance on regulatory standards

Through the Raymond James Canada Foundation, we can also provide the following services:

  • Endowment Fund management outsourcing
  • Services provided to CRA registered charities, public and private foundations
  • IPS generation and day-to-day management, CRA reporting, tax receipting and gift administration and gift acceptance of endowment fund donations

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.