Dedicated Expertise for Charitable & Not-for-Profit Institutions

Our team of BMO Private Wealth professionals specializes in supporting charitable organizations, foundations, and not-for-profits with customized financial strategies. We offer expertise in cash flow management, investment planning, and specialized services to help your organization thrive.

 

 

BMO provides:

  • Over 200 years of banking and wealth management experience
  • Custom bond solutions for investments over $5 million
  • Expertise in endowment and pension-style investment strategies
  • Services for receipt and liquidation of gifted marketable securities

 

We understand the unique needs of charitable and not-for-profit organizations

We recognize the complexities and challenges your organization faces, from managing daily operations to ensuring long-term financial sustainability. Our wealth management solutions are designed to align with your mission, optimize performance, and support your impact.

We understand that:

  • Cash flow management is essential for operational efficiency
  • Long-term investment strategies are vital for endowments and reserves
  • Regulatory and fiduciary compliance is critical to your success
  • Gifted marketable securities require specialized handling

 

Start the conversation

Answer a few questions about your wealth planning needs, and one of our BMO Private Wealth professionals will reach out.

 

Connect With Mahoney-Kennedy Wealth Management

 

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