Non-Profit & Endowment Management
Invest with purpose. Preserve the mission
Stewardship for What Comes Next
Endowment and nonprofit assets carry a responsibility that extends beyond investment performance. They are resources entrusted to support an organization, its mission and the people it serves for years to come.
We work with nonprofit organizations, boards and committees to develop and manage investment strategies around their objectives, time horizon, liquidity needs and tolerance for risk.
✔ Portfolio construction and asset allocation
✔ Active portfolio management
✔ Investment policy review and guidance
✔ Collaboration with boards and committees
Experience rooted in service
For nearly two decades, Courtnie has worked alongside nonprofit organizations in a variety of ways, both professionally and personally. From helping organizations establish new endowment accounts and taking over the management of existing assets, to providing ongoing investment guidance and actively managing endowment portfolios, she understands the responsibility that comes with stewarding assets created to serve a greater purpose.
That commitment extends beyond investment management. Giving back her time, supporting local organizations and staying actively involved in the community have been an important part of Courtnie’s career from the beginning.
At Future Funded Society, we bring that same personal approach to nonprofit and endowment relationships, helping organizations thoughtfully manage the resources entrusted to them while keeping their mission and long-term goals at the center of the strategy.