Bell Institutional

Investment Solutions for Nonprofits

Specialized investment services for nonprofits, foundations and endowments
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Expertise and Approach

Bell Institutional’s nonprofit team can provide guidance and support for your charitable organization with deep experience in nonprofit governance, investment management, financial planning, and more. We’ll help manage your investment portfolio and serve as an extension of your board or investment committee to help you further your mission and amplify change in your community.

Our Services

Committee/Board Support

Our team will work to learn about your mission and goals in order to serve as an extension of your executive team, board and finance committee.
  • Investment Policy Statement
  • Cash Flow and Spending Analysis
  • Investment Committee
  • Market and Economic Outlook
  • Donor and Gifting Support
  • Board Education

Investment Management

We'll help create a durable investment portfolio with strategic allocations specifically tailored to your goals and objectives.
  • Portfolio Management
  • Strategic Asset Allocation
  • Scenario Analysis
  • Risk Management
  • Performance Reporting

Administrative Support

We can provide administrative support to help streamline your giving and donation strategies.
  • Receive and Process Stock Gifts
  • Custody of Assets
  • Online Account Access
  • Distribution and Contribution Services
  • Audit Support

"Mayville State University has operated as the 'School of Personal Service' for the past 134 years. As a graduate of MSU, when I came on board with the MSU Foundation I looked for partners that produced the same effort: partners who give 110%, shake your hand, and who will be there when you need them. I found that in Bell Bank."

- Lonny Jorgenson, Mayville State University Foundation executive director

Nonprofit Leadership

Work with Bell and you’ll gain access to our team of industry-leading professionals, experienced in advising clients through multiple investment cycles.
Nathan- Erickson_544x306_2UP

Nathan Erickson, CFA®, CFP®, CAIA

SVP/Director of Investment Strategy

701-451-3032 |


Shannon Gephart, CFP®, CTFA

VP/Wealth & Fiduciary Advisor

701-451-3073 |

Contact Us

Interested in learning more? Fill out the form below and our team will be in touch to learn more about your organization’s mission and goals, and discuss how we can help.

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Bell Institutional Investment Management claims compliance with Global Investment Performance Standards (GIPS®). For a complete list and description of the composites and/or a presentation that adheres to the GIPS standards, contact
Investing and wealth management products are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not A Deposit | Not Insured by Any Federal Government Agency