Charitable Solutions
BNA Institutional Wealth partners with nonprofit, 501(c)(3) organizations to design and manage mission-aligned investment portfolios tailored to each organization's mission, objectives, and financial needs
Services
Custom Investment & Spending Policies
We develop tailored Investment and Spending Policies that reflect:
⚪ Expected return objective
⚪ Risk tolerance
⚪ Liquidity needs
⚪ Annual distribution requirements.
Investment Management
As a discretionary fiduciary under UPMIFA, we assume full responsibility for investment decision-making including:
⚪ Strategic and tactical asset allocation
⚪ Rigorous manager selection and ongoing due diligence
⚪ Comprehensive performance monitoring and transparent reporting
Board Governance & Fiduciary Support
We support nonprofit leadership and boards through:
⚪ Governance best practices and oversight frameworks
⚪ Tax and regulatory updates
⚪ Board education on fiduciary responsibilities under UPMIFA
Our Mission
Our mission is to provide mission-aligned investment management and fiduciary guidance that strengthens nonprofit governance and ensures long-term financial sustainability.
Our portfolios are managed with the highest standards of prudence, care, accountability, and long-term organizational sustainability.
