Professional Investment Management
We partner with PNC as our outsourced chief investment officer (OCIO) to manage fund investments and daily monitoring. This gives your organization the strength of a highly diversified pool and the expertise of a national firm, all anchored in a local relationship, with administrative fees invested back into the community.

Administrative and Gift Processing Support
We manage receipts and disbursements, process non-cash gifts like stock and real estate, provide fund accounting, and assist with planned and legacy gifts. You’ll receive quarterly statements, 24/7 portal access, and a full annual review, with the option for additional reporting when needed.

Flexible Fund Access
While the assets are legally held by the Foundation, your agency fund remains on your books. Your board can request up to 100 percent of the fund balance at any time, subject to Foundation board approval, offering flexibility along with long-term growth potential.

Board, Staff, and Donor Training
We provide education and resources in areas like nonprofit finance, governance, fundraising, and community needs, along with guidance on legacy giving and donor stewardship.

Philanthropic and Legacy Planning
We work closely with your team and supporters on estate planning, planned gift strategies, and messaging that helps deepen long-term donor relationships.