Community & Private Foundations

Community and Private Foundations

For community, private, or family foundations looking to create a lasting impact.

Community Foundations

CAPTRUST not only supports community foundations across the country, but we also have our own—the CAPTRUST Community Foundation. From funding scholarships to supporting healthcare to solving for hunger crises, we understand your challenges, and your drive.

CAPTRUST can assist with managing community assets, coordinating donor-advised funds, centralized reporting, investment manager benchmarking, and board education.

Private or Family Foundations

CAPTRUST can facilitate family discussions to clarify family values that result in mission impact.

We work with your team of advisors to ensure proper administration, timely tax filings, and a granting strategy. We also address a variety of assets and partner with you to develop efficient investment strategies.

Our Suite of Services

Asset Allocation

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.

Committee Development & Education

Assistance with the implementation of best practices for endowment investment committee composition and ongoing governance.

Discretionary Investment Management

Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.

Donor Development

Portfolio reporting and capital markets perspective intended to help drive donor confidence and engagement.

ESG Investing

Alignment of portfolio investments with an investor’s ethical considerations or values.

Fee Benchmarking

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

Investment & Spending Policy Development

Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.

Manager Search & Selection

Identification of investment managers fitting a particular profile for inclusion in an endowment’s investment strategy.

Nondiscretionary Investment Advice

Portfolio recommendations and changes implemented in collaboration with an investment committee.

Performance Reporting & Monitoring

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

Trustee/Custodian Search

Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.

J. Fielding Miller Chairman and Chief Executive Officer

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Resources

Stay Up to Date

CAPTRUST provides industry-leading insights, opinions, and recommendations for endowments and foundations through a suite of thought capital that includes our quarterly market thoughts and investment strategy, plus topical webinars, articles, videos, and our nonprofit-focused monthly podcast, Mission + Markets.

Nonprofits

11.19.2024

Investment Committee Best Practices for Nonprofits

Wealth Management

11.6.2024

Market Thoughts: 2024 Election

Retirement Plan Services

11.1.2024

IRS Announces 2025 Retirement Plan Limitations

Nonprofits

10.31.2024

Building a Diverse Board Pipeline