Portland Non-Profit Wealth Management

Non-Profit Management

We provide the framework for Boards to successfully fulfill their fiduciary responsibilities.

Becker Capital is a trusted partner of over 50 non-profit organizations and has decades of experience in investment management.

We understand the complexities many non-profits face, from investment policy creation, incorporating socially responsible parameters and spending policies, to board education. We provide the framework for boards to fulfill their fiduciary responsibilities. We take it one step further with reporting. We believe that board members should be able to meet face to face with the individuals running their money. We couple this with transparent statements that make it easy to track performance to benchmarks and policies.

Our Non-Profit Board Framework

Goals and Objectives

  • Spending policy
  • Capital preservation/appreciation
  • Cash flow needs

Investment Policy Statement

  • Creation/modification
  • Implementation
  • Donor/social restrictions

Dynamic Portfolio Management

  • Monitor market conditions
  • Define portfolio restrictions
  • Manage asset allocation and diversification
  • Construct diversified portfolio

Client Service and Reporting

  • Quarterly performance and commentary
  • Attend board/committee meetings
  • Monthly custodial statements

Board Education

  • Planned giving
  • Gift strategies
  • UPMIFA

Philanthropy Focus

  • 1% of Becker Capital’s gross revenue is donated to charities
  • Consistent financial support of non-profit clients
  • Formal employee matching program
  • High employee involvement: Becker Capital and its employees value philanthropic involvement, whether it’s board participation, volunteering, or charitable giving

Becker’s Socially Responsible Investing Capabilities

Becker Capital has a long history of serving clients with a broad range of mandates and beliefs. While underlying values may vary, the process for aligning investments with clients’ values does not. Becker Capital utilizes both in house and third-party issue-based research (MSCI®, eValueator®, and SUSTAINALYTICS®) to identify issues that may prevent or encourage investment in a particular security based on non-financial characteristics. We also maintain knowledge of investment guidelines and practices advocated by leaders of the faith and secular communities.

Monochrome image of a tree