WHO WE SERVE
Endowments & Nonprofits
Thoughtful stewardship begins with your mission.
Support Your Long-Term Purpose
Boards, investment committees, executive directors, treasurers and finance committees balance today's needs with an organization's long-term sustainability. Begin with the mission your assets support and the governance responsibilities that guide your decisions.
Questions for Your Board
What must your assets support now and in the years ahead?
Does your Investment Policy Statement reflect your mission, risk tolerance and decision-making responsibilities?
How do spending needs, available liquidity and strategic asset allocation fit together?
What benchmarks and reporting would help your committee assess progress?
What education or governance support would help your board carry out its fiduciary responsibilities?
Discuss Your Organization
Tell us about your mission, committee structure and current priorities. An initial conversation will help clarify your needs and which services Pathway can provide. We will discuss the scope of any proposed relationship before proceeding.