Endowments & Foundations Service Overview
The need for philanthropic resources is highest during periods of market volatility. That’s one of the reasons nonprofits need partners with deep expertise, access to market intelligence, and aligned interests to help them overcome their investment, spending, governance, and fundraising challenges. Learn about CAPTRUST’s nonprofit client base, our expertise in trustee-directed asset pools, our client services, and nationwide resources. CAPTRUST is uniquely positioned to help nonprofits accomplish their goals.
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This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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