Supporting Charitable Organizations
We make donations to the organizations whose portfolios we manage to help offset management fees and to support the mission of the organizations that use our services.
Cash Flow Management
Deliver Performance Metrics
Donor Charitable Giving
Mission & Vision Support
Our Investment Education Process
In our experience working with charitable organizations, we have learned that the needs, expectations, and depth of desired investment education varies wildly. Based on this understanding, Petersen Hastings has adapted our process for providing investment education to become more dynamic and customizable to the needs of the Board, Finance Committee, and Staff.