Endowment & Foundation Investment Management

Our commitment to the success of your nonprofit, endowment or foundation starts with understanding your inspiration.

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About us

Our mission is to help you fulfill yours. We’ll partner with your nonprofit to create investment strategies built around your organization’s needs, philanthropic goals and hopes for tomorrow. We handle your administrative needs, so you can focus on what’s really important—the success of your nonprofit. When you partner with Associated Bank you can expect:

  • Investment management marked by customized solutions and a team approach.
  • Community involvement that reflects our own corporate emphasis on volunteerism and sustainability in the places we live and work.
  • Consulting and guidance on in-kind gifts, appreciated stock donations, fiduciary best practices, board education and financial modeling to support informed decision-making.

Our consultative approach to working with your organization

Our Associated Bank team has created something special—a highly customized, holistic approach to wealth management. 

  • Listen + engage

    We begin by understanding the mission that drives your organization and the financial resources that support it.

  • Consult

    We will develop a clear, documented framework that aligns investment strategy within your interests, mission and governance standards.

  • Establish strategy

    We will work with you to develop a tailored investment strategy designed to sustain your mission over time.

  • Implement solutions

    We execute your strategy while supporting operational and administrative needs.

  • Evaluate + adjust

    We continuously monitor and refine your strategy to ensure long-term success.

Schedule a conversation

We work with nonprofit clients that span communities & cultures

  • Healthcare organizations
  • Educational organizations
  • Community & private foundations
  • Religious organizations
  • Membership organizations
  • Cultural & social services agencies
A group from a nonprofit meet in the office

What you can expect from our services

Our approach to portfolios are defined by high quality assets, broad diversification with an emphasis on risk management, and competitive and consistent performance. As a fiduciary, we put the needs of your nonprofit organization first.

Customized investment management
Our approach to portfolio management is aligned to your goals, with governance, oversight and committee-driven decisions. The investment portfolio we develop for you will represent the types of assets that balance risk and return with your preferences, as well as ESG options to align with your values.

Transparent reporting & monitoring
Quarterly summaries and analyses that examine investment management and performance, including risk and returns, compared to similar organizations and indexes. We provide education to the board of directors on portfolio accounting and performance, as well as compliance and regulatory topics.

Local teams in your community
We take a relationship approach grounded in shared purpose and local engagement. We actively support the communities where we live and work and have a deep understanding of nonprofit and foundation ecosystems

Donor engagement
We work directly with the donor and their financial services firm to ensure a smooth transfer of assets and accurate tax reporting. We also provide regular updates on portfolio activity as well as our informed perspectives on capital markets that ensure potential and current donor confidence and continued support.
 

A shared appreciation for community involvement

Associated Bank’s approach to client relationships goes beyond investment management. Our assistance can extend into other areas in which we can help support your mission and your communities, including the following:

  • Volunteerism—We encourage our colleagues to lend their time to deepen their connections to the communities where we live and work. Each colleague is awarded eight hours of paid volunteer time each year.
  • Leadership—Our colleagues have a strong tradition of lending their financial expertise to charities by serving on finance committees and boards of directors.
  • Financial support—To create and sustain healthy communities, our corporate giving structure is focused on creating affordable housing, providing community services to minority and low-to-moderate income customers, promoting small business development and revitalizing and stabilizing neighborhoods within our footprint.

Connect with an Associated Bank professional.

Find a team
near you

John B Duffy
Senior Vice President - Institutional Client Advisor
608-259-3654
John.Duffy@AssociatedBank.com

Frequently Asked Questions

Associated Bank provides investment management and administrative support tailored to the unique financial needs and mission of endowments and foundations. As a fiduciary, Associated Bank puts the interests of nonprofit organizations first. 

Associated Bank offers professionally managed portfolios built around each organization's needs, philanthropic goals and long-term objectives. These portfolios emphasize high-quality assets, diversification, risk management and consistent performance. 

Associated Bank offers consulting, recordkeeping and other administrative services designed to support boards of directors and major donors, allowing nonprofit leaders to focus on their organization's mission. 

Organizations that partner with Associated Bank have access to customized investment solutions, experienced nonprofit advisors and comprehensive administrative support, all designed around helping nonprofits achieve their financial and philanthropic goals.



  • Investment, Securities and Insurance Products:

    NOT
    FDIC INSURED    		NOT BANK
    GUARANTEED    		MAY
    LOSE VALUE    		NOT INSURED BY ANY
    FEDERAL AGENCY    		NOT A
    DEPOSIT

     

  • Associated Bank and Associated Bank Private Wealth are marketing names Associated Banc-Corp (AB-C) uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. (1024)