Foundations and Institutions

Board Education

We work with your Board of Directors to make sure all Board Members understand the basics of investments, economics, and markets. We help evaluate the Board’s risk tolerance and explain the role of a fiduciary within an organization. Additionally, we can assist in creating tailored presentations for the executive director and arranging guest speakers for topics relative to non-profit Governing Boards.

Partnering Committee

Northeast Wealth Advisors, Trust, and Investment Specialists help the Board understand the different available gifting methods—short-, medium- or long-term gifts—and how to target ideal donors.

Gifting

We develop in-kind gift procedures to align with your gift acceptance policy, provide valuations of in-kind gifts to properly acknowledge donors, and verify in-kind gifts are booked with correct values to minimize audit issues.

Investment Policy

Northeast Wealth Management regularly reviews and advises on your investment policy statement—continually analyzing investment strategies to try and maximize the success of your capital campaigns. We also implement investment restrictions to ensure ongoing compliance with your investment policy statement.

Professional Asset Management

Northeast’s Asset Management Team employs a disciplined approach to asset allocations, aiming to achieve effective diversification through the science of qualitative analysis and experienced judgment. We use both strategic and tactical asset allocation to determine optimal allocation objectives for our clients.