Your Partner in Faithful Stewardship

Foundations & Endowments

Generous Wealth Advisors helps foundations and endowments make informed, responsible decisions about managing their donors' contributions.

Our goal is to help you amplify your positive impact on the community.

Our Services for Foundations and Endowments

Investment Management

Our team will help your organization develop a strategic investment plan, designed to steward your donors’ contributions well and enhance your philanthropic reach.

Board and Investment Committee Education

The Generous Wealth team will personally meet with the board of directors to support them in their mission and guide them in the decision-making process.

Risk Management

With our decades of investing experience, we can help you avoid unnecessary risk with your donors’ investments and create a strategy that balances risk and reward.

Innovative Technology

Our advanced technology gives users clear and insightful information about their investments.

Fiduciary Responsibility

As fiduciaries, we are legally and ethically committed to acting in your best interest, ensuring transparent and responsible advisory services.

Distribution Policy

Our tailored investment strategies address both your long-term growth objectives and immediate liquidity needs, ensuring a balanced approach.

Let's Partner Together

Partnering with Generous Wealth Advisors means joining with a supportive team dedicated to ethical stewardship and impactful philanthropy. Together, we can amplify your foundation’s reach and make more of a difference in our community.

Make a Greater Impact in Your Community

Let's join forces to make a greater difference in Green Valley and beyond!

Frequently Asked Questions

What kind of foundations and endowments do you serve?

We serve any foundation or endowment with at least $1 million in assets managed. However, we may work with those with less if we are a good fit for each other.

How much do you charge?

We offer our investment management and advisory services for a fee equal to a percentage of assets managed. The exact fee schedule depends on the complexity and the specific nature of the services needed. Schedule a complimentary consultation with us to learn more!