As an endowment, foundation or nonprofit leader, you know the strength and creativity of the charitable sector. BMT offers you over 130 years of expertise in meeting the unique needs of these institutions.
What goals have you set and how can we help you achieve them?
Connecting you to your mission fulfilled is more than just investing your endowment. Your BMT team offers a broad approach that starts with planning: what goals have you set and how can we help you achieve them?
Your BMT team offers access to best practices, a robust resource library, regular educational and networking events for Board and staff on institutional topics, and connections to others in the field.
Just as in your investment portfolio, your BMT team believes diversified revenue streams make for stronger organizations. To help you build long-term sustainability, we’ll collaborate bringing your organization opportunities and ideas about maximizing earned and unearned revenue sources. BMT offers you seminars, informal BMT Nonprofit Discussion Groups and connections to other organizations to help you explore this topic.
You may discover that running a foundation presents new challenges. Making decisions between worthy nonprofits is difficult, relationships between members can be affected by outside forces, and it may be hard to know how to allocate grants or get the most impact for your giving. As a dedicated fiduciary, your BMT team supports you, helping you manage the foundation to define and achieve your giving priorities.
- A Team Experienced in Advising Endowments & Foundations
- Empowered collaborative approach to meeting your financial needs
- Customized Investment Management