Strategies for endowments & foundations
Dedicated to supporting your organization’s vision through customized philanthropic, fiduciary, and investment solutions.
A consultative and value-added approach designed for your organization
As a nonprofit, your mission drives everything you do. Our National Endowments and Foundations Team works with organizations like yours across the country, delivering customized solutions that align with your investment and philanthropic goals. Whether you need a dedicated investment solution or the full support of an Outsourced Chief Investment Officer (OCIO), we are here to help you achieve your objectives.
You can count on us for more than investment and endowment management—we provide resources tailored to your needs, including educational programs and peer reviews, so you and your team can stay informed and empowered as you advance your mission.
Helping your organization thrive
Wilmington Trust has considerable experience working with a wide range of nonprofit clients, including endowments, foundations, pensions, board-designated funds, reserve funds, operating funds, and others.
Solutions for endowments, foundations, and other nonprofits
Our focus is on advising nonprofits with assets in the $3 million to $100 million range, offering customized, full-service advisory, investment, and planned giving solutions.
We place high value on fostering close and long-lasting relationships with our clients, and offer services designed to help your organization stay focused on your goals even through shifting environments.
When serving as an OCIO, our team oversees the entire process, which includes investment consulting, investment management, custody, access to private markets, governance support, and philanthropic education and research.
Nonprofit administrative services are a core offering at Wilmington Trust. We understand the unique challenges facing smaller nonprofits and provide personalized services to help meet clients’ administrative needs. Through a team-based approach we work closely with nonprofits to tailor back office and corporate governance services for each client we serve.
Wilmington Trust offers specialized competency in working with defined benefit plans and employer-sponsored defined contribution retirement plans. We can assist corporations and nonprofit organizations with fiduciary and investment services, plan design, and employee communication and education.
Making a difference with client education
Running an endowment or foundation is hard work. It takes relentless dedication to causes that matter and a never-ending thirst for learning. Our value-added educational presentations and research are designed to keep your organization informed of industry best practices.
Value-added services
With deep-rooted fiduciary experience at the core of what we do, we understand the responsibilities that individuals assume as endowment board members, particularly the complex regulatory environment of the modern nonprofit, on both the federal and state levels.
Our team carefully monitors the political factors affecting nonprofits and maintains a strong knowledge of today’s fundraising trends and issues.
Our Philanthropic Speaker Series, offered in a webinar format, features keynote speakers whose keen insights can help you make an even bigger difference in the community. Past topics include planned giving strategies, donor advised funds, investing, autonomous AI fundraising, and many others. Connect with our team to learn about upcoming events.
We provide a robust library of research reports covering a variety of nonprofit sectors, including healthcare organizations, community colleges, public libraries, private schools, and religious organizations. These reports share data and insights designed to help organizations develop best practices and effective endowment plans. In addition, we provide an annual update on key trends in the nonprofit industry.
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