Nonprofits
For values-aligned 501c3 and 501c4 nonprofits, Chicory will work with you to maximize organizational reserves, develop a robust long-term financial strategy, and establish the groundwork for values-aligned, ethically responsible asset management.
Focus Areas:
- Thorough analysis of financials, operating expenses, and cash flow to determine reserve base
- Actionable recommendations for reserve base optimization
- Medium- and long-term financial planning for sustainable capital growth
- Financial and geopolitical risk assessment to ensure budget is responsible and adaptable
- Guidance and frameworks for budgeting refinement
- Thorough IPS audit to assess clarity, completeness, and applicability to the organization's goals and risk profile
- IPS refinement to reflect values-aligned investment commitment (e.g., clarifying asset classes, performance benchmarks, and withdrawal procedures)
– for all investable assets, including endowments and quasi-endowments
- “Socially Conscious Investment” audit of all current invested assets to measure values-alignment
- Investment planning and management that prioritizes both financial returns, as well as values-alignment with the issues that matter most to your organization
- Monitoring and reporting of both investment performance as well as environmental, social, and governance impact
- Vetted opportunities to get involved in shareholder activism campaigns
Community-Centered Investing
Alternative investments (outside of traditional stocks, bonds, and cash) can have the power to create lasting, regenerative change for our most vulnerable communities. Depending on your nonprofit organization's goals and values, we offer community-centered investment options such as Community Development Financial Institutions (CDFIs), municipal bond strategies, and private investments in partnership with third party, mission-driven platforms:
Community Investment
Institutions
Chicory is never paid by fund sponsors.
