Article: 5 Tips for Larger and Planned Gifts


Allen Financial’s professionals have the experience and knowledge necessary to provide investment management, fiduciary support and endowment building through planned giving and donor gift design solutions to non-profit organizations large and small.

Combined with our high-touch service, we tailor solutions which help meet the needs of your staff and board members. Our services can include:

Investment Management
Our investment philosophy is rooted in the principles of Modern Portfolio Theory, which states that portfolio risk can be reduced through the combination of asset classes that are not perfectly correlated. We construct and manage a low-cost diversified portfolio by:

  • Determining the appropriate asset allocation and target ranges based on spending policy, risk tolerance and time horizon.
  • Utilizing index funds and ETFs* with very low investment expenses.
  • Ongoing portfolio monitoring coupled with quarterly rebalancing to targets.
  • Processing securities gifts for a small transaction fee and no commission.
  • Meeting at least annually with the Board of Directors and/or Investment Committee.

Endowment Consulting
We offer organizations the opportunity to increase their capacity to engage donors in the process of gift planning to support their critical missions for the long term, building the organization’s financial sustainability.

To accomplish this, we work with staff and board members engaged in endowment building efforts through planned giving education and training, and work with individual donors and families. Our expertise includes:

  • Developing policies and procedures for solicitation and acceptance of gifts.
  • Stewardship and cultivation of donors including the design of legacy societies and gifting strategies.
  • Facilitating the creation of sound investment management and spending policies to demonstrate to prospects and donors appropriate asset stewardship.

We believe in a straight-forward and transparent endowment management  approach to maximize donors’ and organization’s dollars to be spent supporting their mission and that can provide consistency through the changing tides of staff, board and committee members.

*An exchange-traded fund (ETF) is similar to a mutual fund that tracks a specific stock or bond index, such as the Barclays Capital 1–3 Year Treasury Index. ETFs trade on one of the major stock markets and can be bought and sold throughout the trading day, like a stock, at the current market price. And, like stock investing, ETF investing involves principal risk—the chance that you won’t get all the money back that you originally invested—market risk, underlying securities risk, and secondary market price.