Charitable Organizations Portfolios for Charitable Organizations

We manage portfolios for corporations, foundations, and endowments; offering reduced fiduciary risk to the Board of Directors responsible for overseeing portfolios.

Lighthouse on Columbia River - Petersen Hastings
Tri-Cities, Washington

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.

  • Board Education

  • 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.

Investment Education Process Graphic