We Partner With You to Achieve Your Mission:
- Investment Expertise: Our team of experienced advisors has a deep understanding of the investment landscape and the specific considerations for non-profit organizations.
- 3(21) and 3(38) Fiduciary Services: We offer both 3(21) and 3(38) fiduciary services, allowing you to choose the level of investment oversight that best suits your organization's needs.
Vidarrow can provide a number of financial services to non-profit organizations and free up their staff to focus on their core mission.
Investment Management:
- Portfolio Management: Vidarrow can develop and manage highly customized investment portfolios aligned with the non-profit's risk tolerance and investment goals. This might involve a focus on long-term growth, income generation, or a combination of both, depending on the organization's needs.
- Asset Allocation: Vidarrow can help non-profits determine the optimal asset allocation for their investment portfolio, considering factors like their mission, time horizon, and risk tolerance.
- Investment Monitoring and Rebalancing: Vidarrow monitors the non-profit's investments and makes adjustments as needed to maintain the desired asset allocation and manage risk.
Financial Planning & Analysis:
- Financial Modeling and Forecasting: Vidarrow can assist non-profits in creating financial models and forecasts to understand their future financial position and make informed decisions about budgeting, resource allocation, and fundraising.
- Cash Flow Management: Vidarrow can help non-profits develop strategies to manage their cash flow effectively, ensuring sufficient funds are available to meet ongoing operational needs.
- Investment Policy Development: Vidarrow can collaborate with non-profit leadership and Boards to develop a formal investment policy statement (IPS) that outlines the organization's investment objectives, risk tolerance, and investment guidelines.
- Endowment Management: Vidarrow can be helpful with managing endowment funds. We can create investment plans that ensure the long-term growth of the endowment while adhering to the organization's risk tolerance.
Retirement Plan Services:
- Retirement Planning: Vidarrow can also help non-profits design and manage retirement plans for their employees. This can be a complex task, and Vidarrow can ensure that the organization is complying with all relevant regulations.
- 401(k) and 403(b) Management: Vidarrow can help with plan selection, investment options, and participant education.
- Fiduciary Oversight: Vidarrow can act as a fiduciary for the non-profit's retirement plan, ensuring it is managed in the best interests of the participants.
Additional Services:
- Donor Advised Funds (DAFs): Vidarrow can advise non-profits on how to best attract charitable contributions / Donor Advised Funds (DAFs) .
- Impact Investing: Vidarrow can help align investments with the non-profit's mission, social impact goals, and risk preferences.
Building a Sustainable Future:
Our collaborative approach ensures that your investment strategy aligns with your organization's mission and long-term financial goals. Together, we can build a strong financial foundation that empowers you to continue making a difference in the world.
Our CEO:
- Has significant large non-profit experience (Board Member, Finance Committee Chair, Audit Committee)
- Is a financial expert (CPA/PFS)