For nonprofits and foundations, financial stewardship is essential to advancing a mission, supporting long-term sustainability, and creating meaningful impact. At Altium Wealth, we help mission-driven organizations align investment strategy, governance, liquidity, and planning with the purpose they are built to serve.
Every organization is distinct, with its own priorities, board structure, spending needs and responsibility to donors, beneficiaries, and stakeholders. Our consultative approach is designed to help leadership teams make informed decisions with clarity, confidence, and control.
Wealth Management for Nonprofits
Altium Wealth helps nonprofit organizations achieve financial clarity and confidence — so you can focus on advancing your mission and expanding your impact.
At Altium Wealth, we understand that every dollar supports a mission – whether you’re focused on education, healthcare, social services or the arts. Our goal is to help nonprofits maximize their financial resources through customized investment strategies, fiduciary oversight and mission-driven portfolio management.
With deep experience in nonprofit investment consulting, we deliver solutions that support long-term sustainability, liquidity needs and governance excellence.
Services for Nonprofits Include:
- Institutional-quality investment portfolio construction tailored to your organization’s mission objectives
- Collaborative development of Investment Policy Statements (IPS) that reflect your values and ensure strategic alignment
- Fiduciary education and board engagement to strengthen governance and financial accountability
- Transparent financial reporting and performance analytics to empower leadership with actionable insights
Wealth Management for Private and Family Foundations
Altium Wealth empowers foundations to steward their resources effectively, fulfill their charitable purpose, and create enduring impact through thoughtful financial management.
Altium Wealth provides specialized investment advisory services for foundations, helping philanthropic entities manage their assets with precision, purpose, and compliance. Whether you're overseeing a private foundation or a family foundation, our team delivers strategic guidance across endowment management, excise tax compliance, and mission-related investing.
We understand the regulatory and operational complexities foundations face, and we tailor our approach to meet your unique needs while supporting long-term impact.
Services for Foundations Include:
- Institutional-quality investment portfolio construction tailored to your foundation’s mission objective
- Collaborative development of Investment Policy Statements (IPS) that reflect your foundation’s mission, values, and ensure strategic alignment
- Fiduciary education and board engagement to strengthen governance and financial accountability
- Transparent financial reporting and performance analytics to empower leadership with actionable insights
- Excise tax planning and monitoring of the 5% minimum distribution requirement, ensuring full regulatory compliance
- Analysis and implementation of mission-related investments (MRIs) and program-related investments (PRIs) to align capital with philanthropic goals
LATEST NEWS
Legal & Privacy | Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2026 Hightower Advisors. All Rights Reserved.