Yes. This is what has been referred to as the "Giving Gap" by Canada Helps, and it is real. We believe that educating donors about more effective ways to give can help close the gap as they learn how to maximize the support they can provide your cause.

Are you communicating properly with donors about your organisational need for legacy gifts? Have you successfully communicated your own long-term plan? Donors are more likely to include you in their long-term plans when they know they align with yours.

In most cases, our answer is yes. Many believe that endowments must start with a large initial donation -- they don't. We'll help you get started and walk you through the other benefits that endowments provide to you and your donors.

Unfortunately, many nonprofits and foundations mistakenly believe that once they establish an investment policy there is no need to revisit it. We recommend the policy is reviewed annually at a formal meeting, even if no changes are required. An outdated investment policy may be exposing the investment portfolio to too much – or not enough – risk to accomplish the organisations strategic objectives.

Your board is highly-skilled at what they do. For many, their area of expertise is not in evaluating investment professionals or the merits of individual investment strategies. We pride ourselves in speaking and writing in plain language to help people truly appreciate and understand what is transpiring in the financial markets. Additionally, for our nonprofit and foundation clients we happily assist them by offering training and education sessions to members.

We work with purpose-driven organisations to align their investment portfolios to their organisational goals. This is much more than socially-responsible investing: it's a way to help invest in those causes that are important to the client's mission.

Fair question. We specialize in working with nonprofits and charities. We research, educate, and write about the sector regularly and we recognize that the needs of nonprofits and charities differ from those of families and business owners. Not convinced? Let's set up a call.