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Not-for-profits

We understand the distinct needs of charitable foundations, endowments, Indigenous communities, and trusts. Our extensive experience supporting not-for-profits and other such organizations can help you fulfill your fiduciary responsibilities and meet your investment and funding objectives. 

Many members of our team bring added perspective through their involvement with the CC&L Foundation, community volunteer work, and service on foundation boards. We apply this insight when reviewing your organization’s objectives, funding strategies, governance structure, and gifting approach, ensuring our guidance is both informed and aligned with your mission. 

 

Meeting and reporting

Our personalized services include:

  • Expert advice and strategic insights from your dedicated Wealth Advisor
  • In-person meetings with your Investment Committee or Board at your convenience 
  • Quarterly meetings alongside your detailed quarterly reports, as well as ongoing support throughout the year to guide your organization’s evolving needs
  • Secure online access to your portfolios—view real-time balances, transactions, reports, and tax information at anytime

 

Client story

Making investment decisions on behalf of the foundation

Douglas and his hospital foundation's investment committee wanted a firm that had a practical approach and responsible, well thought-out processes. We supported Douglas by bringing our broad experience working with foundations and other not-for-profit organizations to his committee's decision making.

Read Douglas' story

 

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