Endowment Partners is an investment management firm that exclusively serves nonprofits, foundations, and endowments across the country. They have investment management experience spanning more than 35 years. Their industry specific knowledge helps them to champion the unique cause of their nonprofit clients.
Chief Compliance Officer and Founder, Becky MacDonald remarked, “Over the last three years, Endowment Partners has grown significantly working with clients across the nonprofit spectrum to refine their investment policies and strategies, establish long range financial sustainability plans and enhance their fundraising efforts. We are excited to announce the growth of our team and our expansion to new office space. Our team remains dedicated to being the leader in investment management for the nonprofit space.”
Becky MacDonald and Diane Booth founded the company to fill the gap they saw in investment management for the nonprofit sector and under their leadership, the team continues to expand. This year, Cherian Koshy, CFRE and CAP®, joined as a partner in the firm and chief development officer. Vicki Campion also joined the team as director of operations as the firm continues to grow the number of impact organizations served nationwide.
In addition to investment management, the firm also specializes in nonprofit governance, comprehensive fundraising services, carrying out feasibility studies, as well as capital campaigns exclusively available to clients of the firm. This expanded scope is unique among investment firms and will help serve the growing needs of nonprofits.
Founder and Chief Investment Officer Diane Booth confirmed, “We are our client’s sustainability partner which allows them to focus on expanding their programming in the communities they serve, multiplying their impact. This impact will continue to grow over the coming years with the expansion of our team and services offered. We are proud to now be a one-stop-shop for our clients and value the long-term relationships we are building with them.”
As markets continue to evolve and the fundraising needs of nonprofits continue to grow, the firm’s expanding client roster benefits significantly from this one-stop-shop approach to consultancy and investment management. One client remarked that they were grateful to have an investment firm that was willing to work with a smaller investment pool than the big-box firms and that they were able to accomplish their diversity, equity, and inclusion objectives by partnering with a company that aligns with their values.
Virtually all assets under management in the U.S. are still managed by white, male-owned or led investment firms despite women making up more than half the population and non-white-identifying people counting for nearly half the population, according to a new study commissioned by the John S. and James L. Knight Foundation. Only 1.4% of the $82.24 trillion in U.S. assets were managed by investment managers owned by women and/or people of color as of Sept. 30, 2021. This has remained the same for roughly a decade.
Those who would like to know more details about what the firm has to offer to nonprofits, endowments, and foundations or are interested in learning more about one of the few women and minority owned investment firms in the United States visit: www.endowmentpartners.com
About Endowment Partners
Endowment Partners was founded in 2019 and exclusively helps nonprofits, endowments, and foundations across the country with all aspects of investment management and fundraising strategy.
Company Name: Endowment Partners, LLC
Contact Person: Becky MacDonald
Email: Send Email
Address:300 S 4th St
City: Las Vegas
Country: United Arab Emirates