While some financial institutions might occasionally do business with nonprofit organizations, Bell Bank Wealth Management has an entire team dedicated to supporting nonprofits, charities and foundations. 

With experience in nonprofit governance, investment management, financial planning, accounting, estate planning and corporate law, Bell Institutional’s nonprofit team works to learn about an organization’s mission and goals in order to serve as an extension of its executive team, board and finance committee. 

This is a niche Bell has carved out – it’s what our team does every day – so we understand how investment management and leadership support can help nonprofits further their missions and amplify change in their communities. 

Bell Institutional’s nonprofit team can provide a variety of services, including: 

• Developing and maintaining a customized investment policy 
• Investment management 
• Administration of grant distributions, audit compliance and record keeping 
• Cash flow and spending analysis 
• Board education 
• Donor and gifting support 

We understand that each client and portfolio is unique, and that’s why our strategic allocations are specifically tailored to each organization’s goals and portfolio objectives. Additionally, we focus on creating durable investment portfolios to navigate the full market cycle. 

Our clients range from startups to well-established organizations and include community foundations, local nonprofits, food pantries, religious-based groups and charities focused on everything from education and children to health and wellness. We’re especially adept at consulting with startups on preparing an investment policy statement and helping them get their feet off the ground. 

Beyond the knowledge, experience and services we offer, our clients also appreciate Bell’s value of giving back and paying it forward in the communities we serve. In addition to sponsoring a variety of causes at the corporate level, each year Bell provides employees with funds to go out and make a difference where they see fit. Since launching in 2008, Bell’s Pay It Forward program has empowered more than $28 million in employee-driven giving. 

Start the conversation today 

Bell offers a tiered fee schedule based on assets under management, which usually start around $500,000 to $1 million. Contact us today to see how we can help you with guidance, financial planning and investment options for your charitable organization.