Foundations and Endowments

At the heart of our business model is the determination to align your investment goals with your overall mission.

Graystone Consulting has over four 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 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 40 years of experience working with institutions of all sizes, we have the experience and resources to create a fully customized solution. We utilize a holistic and highly engaged approach to look beyond your investments to surround your relationship with other strategic support, including a dedicated philanthropic services team that works with nonprofits and foundations to help them ensure the strategic growth and development of their charitable missions and programs.  As part of our overall consulting engagement, we work with clients and their 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

$51.5 Billion1

Assets Under Advisement


Number of Clients


Ready to invest in what matters to you?

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1 As of December 31, 2017. Source: Consulting Group which includes Graystone Consulting

Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

CRC 2139687 (11/18)