Foundations
Doing a great job managing investments so you can give generously to qualified grant applicants.
Your organization has a clear mission, and you’re serious about funding initiatives that see that mission through.
Endowments
Core asset management supporting operational well being.
Previous stakeholders endowed the future, and it’s your job to do the same for the next generation organization.
Supporting your Board’s stewardship mandate of caring for the future.
Leadership in every non-profit carries a dual responsibility: supporting the immediate mission of the organization and prudent long-term financial management practices.
Forté’s advisors add significant depth of fiscal management expertise to your leadership team.
Forté has a very well developed practice in nonprofit support, based on an extensive resume of non-profit Board and senior management experience. Forté understands the operating realities of non-profit organizations—both fiscal and relational—and works very comfortably in that environment.