Non-Profits

When it comes to managing your organization’s endowment plan or running a foundation, it’s good to know that your financial partner listens to your concerns.   At Fragasso, we are committed to adding extraordinary value by helping you comprehensively manage the best endowment investment plan and continually monitoring the fund's assets – helping to reduce your fiduciary liability.

Fragasso Financial Advisors is a fee-based planning firm. We have a vested interest in seeing our clients’ assets grow. And we sell no internal or proprietary products – every recommendation that we make has your best interest in mind. And that’s what we mean by personal.

What could Fragasso do for your foundation or endowment?

• We will lift the daily burden of managing and monitoring an investment portfolio from the organization’s staff and trustees
• You can be more confident that your portfolio allocation and investments are chosen based on thorough analysis of the funds needs and objectives
• We will keep you informed of the fund’s progress via monthly, quarterly and annual reports and fund performance analysis
• You will have the ability to demonstrate to potential donors a professional management system that inspires confidence

Endowment and Foundation Services

• Establishment of an investment policy statement and guidelines
• Identification of appropriate investment portfolio asset allocation
• Ongoing comprehensive management of fund investment assets
• Creation and maintenance of reporting system to keep trustees apprised of the plan’s progress
• Thorough donor and employee financial education

Additional Services

• Benefit needs analysis and coordination with compensation plan
• Comprehensive financial review
• Short and long-term disability and life insurance
• 529 college savings plans
• Deferred compensation agreements
• Buy/sell and cross-purchase agreement implementation