When you work with Mercer Advisors, your endowment or foundation gains access to a team of financial advisors dedicated to serving your nonprofit organization’s best interests.
Our services are aimed at strengthening your nonprofit’s investments, improving governance, and supporting your fundraising efforts. Leveraging our time-tested approach, here are some of the specific ways we help you achieve those overarching goals.
How We Help
INVEST
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- Fiduciary investment strategy tailored to your goals, liquidity needs, and risk tolerance
- Institutional-grade portfolio management matching the scale and sophistication of the largest nonprofits
- Exclusive access to private markets and alternative investments typically at lower fees and minimums than many other advisors
GOVERN
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- Board and stakeholder guidance to strengthen fiduciary oversight and governance
- Access to Mercer Advisors’ expert network of CPAs, estate planners, attorneys, and more
- Peer connections and best practices shared at exclusive nonprofit conferences
GROW
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- Education for donors and board members on trends and best practices in ways of giving
- High-impact advisory services for major donors, including financial planning, tax strategies, and estate planning
- Mission amplification strategies to expand your reach and attract new donors
Snapshot: Year-Round Partnership
Our nonprofit financial advising services are designed for integration into
your organizational processes and ongoing support of your team. Here’s a
representative “year in the life” of a Mercer Advisors nonprofit client as we
invest, govern, and grow together.
