Nonprofit Investment Program Evaluation & Development

In 2001, Cornerstone began a relationship with a large Denominational Foundation to provide infrastructure to a $10 million investment program and a $70 million church loan fund.


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.

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Relationship Highlights

  • 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.

Current Relationship

  • 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.
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Whatever your financial need, Cornerstone Management is a team of professionals who will help your organization grow and thrive.