You’re strongest when you have great networks and access to best practices. BMT Wealth Management helps make a strong organization accessible by offering networking and educational events for Board and staff, tailored trainings just for your organization, and a library of resources on timely issues.
How do we make our company more capable?
Institutional Advisory Services
Investment Expertise:
Nonprofits depend on BMT’s advice and implementation to meet mission goals – whether through an endowment, a trust, or other vehicles
Resources for Board and Staff:
Workshops, tailored training sessions for Board and staff, and our library on charitable issues are among the benefits of a BMT institutional relationship.
Learning Opportunities for Donors:
Gifting and tax concepts can be confusing. BMT helps you communicate clearly with your donors, offering seminars facilitated by industry leaders and powerful sessions for your best planned giving prospects.
A Networked Community:
Learning communities share what they know. BMT brings institutional clients together regularly to network, share best practices, spark collaboration and learn together.
Leadership:
In a rapidly changing environment, nonprofit clients have access to BMT’s best thinking and senior team whenever you need advice.
How we
support you
- A Team Experienced in Advising Endowments & Foundations
- Empowered collaborative approach to meeting your financial needs
- Customized Investment Management
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