Skip to content
  • (603) 668-4353
  • Client Portal
  • (603) 668-4353
  • Client Portal
Linkedin Youtube
  • About
    • What’s a Fiduciary?
    • Our Process
    • Our Leadership Team
    • Our Story
    • Giving Back
    • Employment Opportunities
  • Services
    • For Individuals
      • Wealth Management
      • Insurance Planning
    • For Business Owners
      • Wealth Management
      • Investment Banking
      • Insurance Planning
    • For Businesses
      • Wealth Management
      • Investment Banking
      • Insurance Planning
    • For Nonprofits & Endowments
      • Wealth Management
      • Insurance Planning
  • Resources
    • The BC Journal
    • WealthDirect
    • Documents & Forms
  • FAQs
    • Wealth Management
    • Investment Banking
    • Insurance Planning
Menu
  • About
    • What’s a Fiduciary?
    • Our Process
    • Our Leadership Team
    • Our Story
    • Giving Back
    • Employment Opportunities
  • Services
    • For Individuals
      • Wealth Management
      • Insurance Planning
    • For Business Owners
      • Wealth Management
      • Investment Banking
      • Insurance Planning
    • For Businesses
      • Wealth Management
      • Investment Banking
      • Insurance Planning
    • For Nonprofits & Endowments
      • Wealth Management
      • Insurance Planning
  • Resources
    • The BC Journal
    • WealthDirect
    • Documents & Forms
  • FAQs
    • Wealth Management
    • Investment Banking
    • Insurance Planning
Contact
Financial Services
for Non-profits & Endowments

Our missions is to fulfill yours

Wealth management and insurance planning services and solutions for nonprofits and endowments

Non-profits and endowments have a mission to do good in the world – to make a difference for those they serve. Stewards of these organizations not only have a fiduciary duty to their donors and endowments, but often have unique financial requirements and operating guidelines that call for thoughtful planning and advice. Be it sustainability, rewarding highly valued team members, or simply advancing the cause, we’re here to help.

Wealth Management

Not-for-profit entities need to attract, retain and reward key executives and operational employees just like for-profit companies. In addition, many have endowments that must be sustainable while also providing support for the organization’s missions. Let us help you make intelligent investments today to shape tomorrow with our traditional investment advisory and management services, or learn more about our impact-minded ESG Investment Solution.

Investment Advisory

BaldwinClarke’s investment advisory services are designed to assist boards and investment committees in maintaining sustainable endowments to support operating requirements and its charitable purpose. For those interested, we also focus on recognizing the qualitative and quantitative benefits that sustainable investing has as either a standalone strategy or as a component of a more traditional investment approach.

What You Get
  • A review and possible updating of an Investment policy statement.
  • A process to gain an understanding of the organization’s history,  purpose and  current challenges.
  • An asset allocation study to design a portfolio to meet the organization’s risk, return and distribution objectives.
  • A monte-carlo projection of the endowment fund’s possible long term results based on expected returns, distributions and potential contributions.
  • An unbiased selection and monitoring of investment funds and/or managers for each asset class. This is an open architecture approach with no proprietary funds.
  • Quarterly performance reviews and participation in board or committee meetings as requested.
  • A quarterly newsletter, cover the macro-economic environment and equity and fixed income markets
  • Online access to account information.
  • Assistance with incorporating sustainable investment strategies.
  • Plus more +

Speak to an advisor today

401k & 403b Advisory & Management

These plans are important tools to assist employees in preparing for retirement. Best in class service providers are critical to that mission. We advise and consult with the selection and monitoring of third party administrators and daily valuation recordkeepers. We provide investment advisory services with respect to plan investments. We focus on the virtual elimination of fiduciary risk for plan administration and investment matters, an important consideration for not-for- profit boards.

What You Get
  • An investment policy statement.
  • A survey of TPAs and recordkeepers, including existing providers, if desired.
  • An unbiased selection mutual funds from a wide universe of funds using  our proprietary screening process. There are no “mandatory” funds.
  • Model portfolios for different risk/return objectives to facilitate participant investment selection. Model performance is updated quarterly.
  • Quarterly performance reviews and newsletters.

 

Speak to an advisor today

Insurance Planning

Life insurance can be a valuable tool for donor’s to leverage their charitable gifts. BaldwinClarke has extensive experience in charitable gift planning for high net worth families. We can assist your fundraising team by exploring how life insurance strategies can enhance their efforts.

Executive Benefit Planning

Charitable entities cannot prosper without good leadership. In our experience the best leaders not only have the executive skills to run an organization, but also are effective in community outreach and in fundraising, even if only indirectly. These men and women are hard to find and harder to keep. An executive benefit plan can help tie them to the organization for years.

What You Get
  • A bespoke plan design tailored to your organization’s unique circumstances, rather than fitting  your company into ‘’a plan”.
  • Customized plans for  each key employee’s specific situation whenever possible
  • Plan funding strategies consistent with your organization’s financial requirements
  • Detailed projections of plan impact on cash flow and taxes.
  • Plus more +

Speak to an insurance advisor today

Key Person Insurance Planning

The loss of a key person can have a dramatic impact on any not-for-profit, especially if she or he is the “Face” of the organization in the community. But, no matter the role, life insurance can buffer the impact of their loss.

What You Get
  • Assistance in the identification of key personnel
  • Analysis of the economic impact that the loss of each key person would have on your organization.
  • Advise on the amount, type and ownership structure of  key person policies.
  • Plus more +

Speak to an insurance advisor today

Want to know more?

Visit our FAQs

Get to know us.

Meet our leadership team

Supporting nonprofits is one of our greatest privileges. It advances good and echos our commitment to giving back and staying engaged in the community in meaningful ways. When you work with us, we look to do more than grow your impact alone – we seek to make your mission a humble extension of our own.

– Peter Clarke, COO

Independence has its rewards

Learn more about our complete financial services

News & Updates

Get market news, financial advice, and company updates delivered to your inbox.

From the Journal

Loading...

#Finterms: Total Enterprise Value

Total Enterprise value, or TEV, is valuation metric that quantifies the total value of a company. TEV is often used when evaluating the overall economic worth of a business in the context of a sale or acquisition.
Read post
See all posts
One Bedford Farms Drive
Suite 102
Bedford NH 03110
Contact Us
(603) 668-4353
info@baldwinclarke.com

About

  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities
  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities

Services

For Individuals & Families

  • Wealth Management
  • Insurance Planning
  • Wealth Management
  • Insurance Planning

For Business Owners & Entrepreneurs

  • Wealth Management
  • Investment Banking
  • Insurance Planning
  • Wealth Management
  • Investment Banking
  • Insurance Planning

For Businesses

  • Wealth Management
  • Investment Banking
  • Insurance Planning
  • Wealth Management
  • Investment Banking
  • Insurance Planning

For Nonprofits & Governments

  • Wealth Management
  • Insurance Planning
  • Wealth Management
  • Insurance Planning

Resources

  • The BC Journal
  • WealthDirect
  • Documents & Forms
  • Client Portal
  • The BC Journal
  • WealthDirect
  • Documents & Forms
  • Client Portal

FAQs

  • Wealth Management
  • Investment Banking
  • Insurance Planning
  • Wealth Management
  • Investment Banking
  • Insurance Planning

Wealth Management Services (“Investment Advisory”, “Financial Planning”, “Retirement Planning”, “Estate & Wealth Transfer Planning”, “Exit Planning”, “401(k) & 403(b) Advisory & Management”, “Qualified Plan Design & Consulting”) are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD#105666. Registration does not imply a certain level of skill or training.

Investment Banking Services (“Pre-Transaction Planning”, “Business Valuations”, “Buy-Side & Sell-Side M&A Advisory”, “Debt & Equity Capital Advisory”) are offered through Baldwin & Clarke Corporate Finance, LLC.

Insurance Planning Services (“Life Insurance Planning”, “Disability Insurance Planning”, “Long-Term Care Insurance Planning”, “Shareholder Life Insurance Planning”, “Executive Benefit Planning”, “Key Person Insurance Planning”) are offered through Baldwin & Clarke, LLP.

LFS-3165687-071620

© 2023 All Rights Reserved, BaldwinClarke Financial Advisors
  • Privacy
  • Terms
  • Copyright