We realize non-profits and foundations face special financial challenges, and Yerba Buena Financial Partners is experienced and well suited to provide service in this area. Our Grow & Protect strategy is a perfect solution for managing the assets of endowments, private foundations, and other not-for-profit organizations.
In order to carry out their important missions in our communities, not-for-profit organizations depend on the survival of the funding capital under our management. Board members who are accountable to donors and other constituents take their fiduciary responsibility very seriously. They need a firm that will assist them in following the prudent investor rule requirement, limit volatility, mitigate losses, maintain accurate records, and present to the entire board on a regular basis.
No matter their mission or size, non-profits and foundations need a sound financial plan so that they can effectively fulfill their purpose, both today and in the future. Our professionals can help these organizations manage their finances so they can work towards long-lasting financial health and better accomplish their organizational goals.
Services We Provide
Our partners can consult with the leaders of non-profit organizations and foundations to assist with the development of an investment policy and investment policy statement for board approval. We’re also able to manage investments so that organizations can better achieve their mandate and stay compliant to their fiduciary responsibility, while also managing risk.
Finally, we can partner with you to help current and future donors structure their charitable giving so they can make the greatest impact while also leaving a legacy for their family.
