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Partnering with non-profits and foundations that make an impact

J.P. Morgan's deep experience in working with non-profits and foundations enables us to partner with organizations that truly make a difference. We empower non-profits to accomplish the organization's core mission: to preserve the long-term financial sustainability of the cause, community, and legacy.

Our dedicated investment professionals help institutions achieve organizational goals through tailored financial solutions, market insights, and robust analytics.

> Click here to see an example of how we work with our clients

We pride ourselves on our rich heritage of philanthropy, which includes recent efforts such as our $100 million commitment to Detroit. Our experience in working with non-profit organizations and foundations includes:

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Capabilities

Our organizational capabilities enable us to understand and meet the specific needs of not-for-profit organizations and foundations. Furthermore, our global network of boutique managers enables us to access specialized investment strategies. Non-profit organizations are increasingly focused on risk-management, often working with limited internal resources. Therefore, we focus deeply on providing tools and services that empower our clients to achieve their investment and operational goals, including:

Tailored single- and multi-asset class investment solutions
Diverse network of boutique managers
Comprehensive risk analysis and management tools
Customized portfolio and asset allocation analytics
Liquidity management services
 

Client Success

A non-profit organization seeking to balance long-term return expectations with a clear spending policy approached J.P. Morgan. We worked with the client to increase their exposure to emerging markets and therefore access investment performance that aligned with their return objectives. In addition, we partnered with the organization to develop a clear spending policy framework that met their liquidity needs. Our ongoing relationship with the client has enabled us to bring consistent value to the organization.

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> See all Endowments & Foundations Insights

  

Meet the team
Jean Walshe
Client Advisor
Jeff Shields
Client Advisor
Michael Smith
Client Advisor

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