Foundations & Endowments Practice Group
The Corient Foundations and Endowments Practice Group is designed to support the needs of foundations, endowments, and nonprofit institutions to help them thrive. From helping with financial planning and spending policies to risk reduction and investment management, our resources and expertise can support advisors with prospective, new, and existing nonprofit clients.
External Resources
Marketing Materials
- Corient Services for Nonprofit Organizations Overview – Two-page overview sharing our expertise with, and the services we offer, nonprofit organizations.
- Guide to Nonprofit Endowment Spending – Detailed overview of our approach for helping nonprofit organizations create a formal spending policy.
Blogs and Insights
- Corient Insights – Foundations & Endowments
Specialists
Below are our Foundation and Endowments Practice Group Leaders. Please reach out as needed for support and assistance.
- Lesley Draper – Partner, Wealth Advisor
- Jim Sonneborn – Partner, Wealth Advisor