At the heart of our business model is the determination to align your investment goals with your overall mission.
Graystone Consulting has over five decades of experience serving the needs of a wide variety of both public and private foundations and long-term endowments. We understand the unique considerations confronting organizations that each face differing circumstances. balancing the strategic considerations between fundraising and/or grant-making. New donations can be hard to nurture year after year, while market volatility can take a toll on existing investments. We also recognize the growing demand for greater portfolio activation by clients who wish to more closely align their investments to reflect their mission and align with their organizational values. You must deal with the complex task of developing appropriate investment policy statements and guidelines. investment performance reporting and assessment and investment risk management - all at a time when the world's capital markets are evolving at an exceptional pace.
At Graystone Consulting. we understand these challenges and with more than 50 years of experience working with institutions of all sizes, we have the experience and resources to create a fully customized solution for your organization. We employ a holistic and highly engaged approach to look beyond your investments and surround your relationship with other strategic support, including a dedicated philanthropic services team that works with nonprofits and foundations to help ensure the strategic growth and development of their charitable missions and programs. As part of our overall consulting engagement, we work our clients’ outside advisors to advise on board governance structures and policies that are designed to help protect and grow the organization. We offer guidance in capacity-building; assistance in identifying scaling initiatives through collaborative funding opportunities; and brokering gifts with individuals, private foundations and other funding sources. We seek to empower all boards to be confident in the responsibilities of governance and fundraising.
Foundations and Endowments Including Nonprofits
$29.3 Billion1
Assets Under Advisement
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1 As of June 30, 2024. Source· Morgan Stanley Institutional Consulting
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CRC#3958844 (11/2024)