Join us in celebrating National Nonprofit Day! Each year on August 17, we take time to honor those organizations dedicated to giving back to the communities they serve. National Nonprofit Day also recognizes the selfless contributions of individuals who donate their time, expertise and resources to serving others without expecting anything in return. This day is the perfect opportunity to reflect on the generosity of the human spirit and the profound impact these organizations, leaders and individual volunteers have on our society.
At Fiducient Advisors, we are committed to building a culture where everyone prospers – our clients, our colleagues and our communities. Giving back is an essential facet of our firm’s culture, reflected in our core values: service, collaboration and expertise. Two vital components exist at the heart of Fiducient Advisors’ charitable mission and vision – one relates to the work we perform for clients and the other pertains to our internal culture and core beliefs.
We accomplish our mission by delivering customized investment consulting services to our endowment and foundation nonprofit clients. Our approach is strategic, disciplined, empathetic and principled, with a goal to create investment solutions tailored to advance the unique mission of each organization we serve.
Our services include:
• Structuring investment programs that align with each client’s mission.
• Creating a disciplined fiduciary framework around governance, supporting clients in meeting their stewardship responsibilities for the assets they oversee.
• Developing investment programs informed by a deep understanding of each organization’s unique characteristics and needs.
• Aligning financial goals with a values-based approach to investing, helping to align capital with the organization’s mission.
Beyond our investment consulting services, we are actively engaged with organizations in our communities to foster real, sustainable change. Through our Engagement Council, we:
• Offer volunteer days where associates give back to several nonprofit organizations during our firm’s Community Service Week.
• Participate in and raise funds for charity events.
• Make donations to local charities to thank clients who serve as references and guests who share their nonprofit expertise on our Nonprofit Investment Stewards Podcast.
• Collect donations for selected nonprofit organizations at our annual manager holiday reception.
• Encourage our associates to become educated on, and participate in, nonprofit advisory boards in their local communities.
Some of the nonprofits we have proudly volunteered with include:
• Nourishing Hope
• Feeding America
• HelloBaby
• Salvation Army
• Girl Scouts of Connecticut
• St. Jude Children’s Hospital
In addition, many of our associates actively serve on nonprofit advisory boards and support local community events, such as:
• Special Olympic Illinois
• Hartford Youth Scholars
• Springfield Museums
• Salvation Army-Chicago-Metro
National Nonprofit Day is a great time to appreciate the incredible work of nonprofits and their invaluable contributions to our communities. In fact, it might be the perfect time to consider how you can join in – what better way to honor National Nonprofit Day than volunteering at a local organization with your time and talent? Let’s all work together to support these impactful nonprofit organizations, not just on National Nonprofit Day, but throughout the year.
To learn more about our services for mission-driven organizations and our firm’s own giving back efforts, visit our website. Please contact us if you have any questions about our services or how we can support your nonprofit organization. Our seasoned and experienced professionals are here to help.
The information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
