We offer a range of investment services for endowments and foundations, tailored to meet your organization's financial goals.
Leave a legacy.
If you own a business, we can help you manage risk and control the most valuable asset in your financial portfolio to be sure that it’s protected and passed down the way you’ve planned.
Succession Plan Development
You’ve worked hard to build or grow your business. That’s why it’s important to ensure that it will live on long after you step down.
Working hand-in-hand with you and your accounting and legal teams, we can be sure your buy-sell agreement is written in line with your wishes. When it’s time to pass your business along, we’ll be there to be sure the transition is smooth and your business stays on track.
When your property, including cash, securities, insurance policies or valuables, must be held until mutually-determined conditions are met, we can help guarantee performance of an action or the delivery of goods or services. Whether your transaction is complex or simple, we’ve got you covered when it comes to:
- Investment of funds
- Appraisal of non-cash assets
- Distribution of funds
- Performance verification
- Activity reports
- Tax reporting
- Fund transfer
- Asset reporting
Endowments and Foundations
When your organization needs experts to empower goals, we can manage your accounts and assets. Northwest’s prudent investment management can be combined with our best-in-class custodial services to safeguard your assets now and into the future. Combined with our partner, Stellar Technologies, we can provide account-level detail for donor-advised funds or similar situations requiring multiple account tracking without separate investment objectives. The solution reduces your organization’s overhead and helps you focus on your charitable passions.