Financial Planning for Foundations and Endowments

Optimize your financial resources. Maximize your impact.

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Wealth management designed to support the long-term sustainability of your mission

At Avidian Wealth Solutions, we understand the challenges and responsibilities that come with managing a private foundation or endowment. You’re tasked with making impactful decisions and safeguarding assets for future generations, all while managing investment risks, navigating regulatory complexities, maintaining a steady cash flow for operational sustainability, and conscientiously stewarding your resources to uphold your mission.

As your co-fiduciary and financial partner, we provide the strategic guidance and support you need to achieve your long-term goals. From offering Investment Policy Statement consultation to helping you garner increased and tax-efficient donor support, our team is here to help guide you in your ultimate mission.

To find out more about the solutions that Avidian can offer your private foundation or endowment, schedule a conversation with us today.







Investment management

The goal of an investment portfolio is to generate a return that exceeds the risks taken. Our multi-disciplinary team of financial professionals has a deep understanding of investments, markets, and risk management strategies that help protect and grow client wealth over time, working to achieve positive outcomes while managing risk exposure appropriately.

How we help:

  • Thorough, tailored vetting and assembly of diverse investment opportunities
  • Monitoring, reallocation, and trading to maximize gains and minimize risk
  • Access to private offerings*

Learn more about our investment management strategies.
*For qualified clients only


Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

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Comprehensive wealth services created to simplify your life

Managing a private foundation or endowment can be complex, time-consuming, and overwhelming. That’s why we offer comprehensive wealth solutions to help you manage the various aspects of your financial resources in one place.

From creating customized investment portfolios that align with your long-term goals to managing your cash flow efficiently, our team has the knowledge and experience to support your unique needs. Our goal is to simplify your financial management process so that you can focus on what matters most — fulfilling your mission and making a lasting difference in the world.

Our comprehensive approach can include:

Investment management

At Avidian, we offer investment management services to private foundations and endowments, blending tailored portfolio management with proactive risk strategies. Our approach complies with UPMIFA standards and aims to optimize returns, taking into account your spending needs and maintaining ethical and social objectives.

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Financial planning

We understand that managing a private foundation or endowment requires strategic planning, especially when it comes to balancing your short-term operational needs with your long-term goals. Our experienced financial team can help you create an Investment Policy Statement (IPS) that outlines your organization’s objectives, risk tolerance, and financial constraints.

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Tax planning

Our team of tax professionals can help you navigate the complex tax landscape for private foundations and endowments. From helping guide your donors so they are gifting in a more tax-efficient manner to helping you stay compliant with IRS regulations, we offer proactive guidance to support your long-term sustainability.

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Risk management

Our team of advisors actively works with you to try to shield your foundation or endowment from potential financial vulnerabilities. By implementing diversification strategies and employing risk management techniques, we aim to bolster your financial stability, offering a potential buffer against market fluctuations and economic uncertainties.

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Wealth transfer

Planning for the long-term sustainability of your private foundation or endowment requires careful consideration of wealth transfer strategies. Our team can help you create a plan that considers donor intent while minimizing tax implications and maximizing the impact of your philanthropic efforts.

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Charitable giving strategies

Our team can also assist with developing charitable giving strategies that align with your mission and benefit both your organization and your donors. By integrating tax-efficient gifting techniques, like DAFs, we can help you build strong relationships with current and potential donors while promoting their philanthropic goals.

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Why choose Avidian Wealth Solutions as your financial partner for your private foundation or endowment?

Avidian Wealth Solutions acknowledges the pivotal role we play in shaping the financial landscape for organizations like endowments and private family foundations. As such, our team is committed to helping you develop comprehensive financial strategies that holistically encompass your organization’s balance sheet, taking into consideration your unique mission, funding requirements, and long-term plans.

Our goal is simple — to help you achieve your financial objectives while maximizing the impact of your philanthropic efforts.

What Avidian offers you:

Comprehensive solutions and experienced advice

Our team believes in a wealth management approach that is deeply rooted in independent and objective advice, designed to align your organization’s mission with its investments.

We partner with nonprofits, private foundations, and endowments ranging in sectors from:

  • Healthcare and educational organizations
  • Community and private foundations
  • Religious organizations
  • Membership organizations
  • Cultural and social services organizations

No matter which sector you are in, we understand the responsibility and unique challenges you encounter when managing an endowment or foundation and aim to provide you with solutions tailored to your specific needs. Our investment advisors are dedicated to serving endowments and foundations and are here to assist you throughout the facets of your organization’s financial journey.

Personalized service and ongoing support

At Avidian, we offer a wealth of educational resources specifically designed for endowments, foundation boards, and management teams. Our information library aims to empower your organization with critical insights into investment tactics and financial intricacies, giving you the knowledge to help you make more informed decisions.

Furthermore, we have a comprehensive understanding of the various tax planning strategies tied to diverse donation methods. For example, we can help lay out the benefits of strategies like appreciated securities or donor-advised funds, highlighting to prospective donors how these tactics can enhance their contribution while optimizing tax advantages for both endowments and private family foundations.

Transparent reporting and accountability

As a financial partner and co-fiduciary, we understand the importance of transparent reporting and accountability. At Avidian, we provide detailed performance reports that outline your organization’s progress and help you make informed decisions about your financial future. Our team is also committed to maintaining open lines of communication and being readily available to address any concerns or questions you may have.

Financial Insights for Foundations and Endowments

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Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*