Solutions for Endowment & Foundation Leaders
CAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations.
Solutions for Individuals & Families
Comprehensive wealth planning and investment advice, tailored to your unique needs and goals.
Our Suite of Services
CAPTRUST’s diverse and considerable client base and deep understanding of trustee-directed asset pools means we are uniquely positioned to help nonprofits accomplish their goals, using local client service and centralized resources.
Process
What to Expect for Nonprofits
We provide expert guidance and resources to help endowments and foundations address their investment, spending, governance, and donor development challenges. With expertise across the full spectrum of nonprofit organizations, we leverage decades of experience to help our clients achieve their missions.
Our expert team has specialized knowledge and experience by organization type, category of nonprofit or charitable trust, and even geography.
Understanding your objectives, your mission, and the type of advisory relationship you are seeking helps us understand how we can best help.
We’ll connect you with a financial advisor who can provide customized advice that matches your unique goals.
Healthcare and Educational Organizations
For nonprofits in the healthcare and education sectors seeking financial stability in perpetuity.
Community & Private Foundations
For community and private foundations in search of investment management, donor development, and more.
Religious Organizations
For religious organizations such as church-affiliated endowments, foundations, healthcare providers, and education institutions working to balance faith and finances.
Membership Organizations
For subscription-based membership organizations looking for a co-fiduciary partner.
Cultural & Social Services Organizations
For organizations with missions that center on community, culture, the arts, or service.