Based on our successful audit of the client’s programs, Cornerstone was subsequently retained to develop policy, review asset managers, and create benchmarks and reporting.
- Restructured existing investment policies & developed new policies.
- Created custom asset manager sleeves utilizing Biblically Responsible Investing criteria.
- Developed reporting with performance analytics & custom benchmarks.
- Trained Foundation personnel.
- Conducted audit of retirement plan.
- Assisted in transitioning over $40 million family foundation to Foundation as a Donor Advised Fund.
- Main investment program over $120 million.
- Gift annuity program with state segregated reserve portfolios.
- Donor advised fund program.
- Specialized charitable trust solution.
- Consult on $40 million liquid portion of $140 million loan fund.
- Prepare multi-dimensional reporting package for Foundation & its constituents.
- Provide special interest presentations to Foundation’s constituents.
Whatever your financial need, Cornerstone Management is a team of professionals who will help your organization grow and thrive.