Comments

• We use Mason Investment Advisory Services, Inc. and are very satisfied. I know that they can investment the assets for you and develop a investment policy. I am not sure what you mean by endowment fund setup but I would give them a call. Here is their contact information: Will Thorpe Chief Marketing and Development Officer…

  in Finding an investment advisor for the small but growing community foundation Comment by DeborahPfledderer June 2021
• We require $50,000 to start a scholarship fund and we charge a 2% annual fee charged monthly.

  in Scholarship Fund Minimums and Admin Fees Comment by DeborahPfledderer June 2021