Partners in your mission
For more than 45 years, we’ve supported our nonprofit partners as they feed, educate, connect, and heal our communities. We carefully consider each client’s specific goals and constraints to develop an investment plan that helps nonprofits minimize risk and enhance financial health so they can stay focused on their mission.
An extension of your team
Partnering with Haverford Trust Company gives you access to a dedicated investment and relationship team and a trusted network of strategic partners. Together we provide your organization with best practices and trusted advice. Working closely with your board, finance committee, and executive staff, we strive to help you achieve your financial goals, enhance efficiencies within your team, and improve governance.
Investment Management Services
- Investment planning
- Custom asset allocation and tactical rebalancing
- Investment Policy Statement development and ongoing monitoring
- Spending policy development & liquidity management
- Portfolio construction
- Manager/security research, selection, and ongoing due diligence
- Portfolio monitoring, oversight & ongoing risk management
- Transition management
- Environmental, social and governance (ESG) investing & socially responsible investing (SRI)
Education & Resources
- Tailored education sessions for board, investment committee, sub-committees and staff
- Opportunities for networking and organizational exposure
- Regular market commentaries and insights
- Access to relevant nonprofit industry materials, toolkits, webinars and thought leadership
- Sponsorship and event contributions
- Engagement with Haverford Cares, an employee-led community outreach initiative
- Invitations to Haverford client events
Philanthropic Advisory Services
- Governance, donor stewardship, nonprofit, and private foundation best practices consultation
- Advisory guidance on organizational challenges and potential solutions for board, investment committee and staff
- Consultation with development team on plans, issues, and goals
- Introductions to appropriate resources and experts (such as legal, administrative, grantmaking, and accounting providers)
Reporting & Administration
- Custody services
- Customized performance reports
- Attribution analysis
- Portfolio analytics
- Payment services
- Gift administration services
- Secure online account access
Banking
- Lines of credit
- Certificates of Deposit
Retirement Plan Services
- Plan design review & analysis
- Streamlined administration
- Participant education
Regionally focused
We are deeply invested in our own community and are intentionally focused on serving organizations in Philadelphia and the surrounding areas. Our dedicated Nonprofit Solutions team works with a broad range of nonprofit sectors and serves organizations of various sizes and associated budgetary, endowment, and internal resources.
Added value for nonprofits
As part of our Nonprofit Solutions, we offer dedicated Philanthropic Advisory Services that deepen our existing value and commitment to the philanthropic community. Our team provides strategic advice, guidance, education, and resources to complement our investment solutions and meet your unique needs.
The Haverford difference
$750k
Yearly donations to help nonprofits further their missions
200+
Nonprofit and institutional clients
10+ yrs
Average length of our current nonprofit relationships
*For The Haverford Trust Company and Haverford Financial Services as of 12/31/2024
Our Approach
For our nonprofit clients, we emphasize long-term exposure to equities and tilts to quality factors
Fit is everything
Haverford strives to create strong relationships with nonprofits and partners by ensuring our values and visions align. We’ve worked with clients from every nonprofit sector—arts and culture, social services, human services, religious organizations, education, private foundations, and others.
We are proud of the enduring relationships with our nonprofit clients that have entrusted us to manage their assets, assist them in investment policy/spending policy matters, and spearhead asset allocation discussions with their Finance Committees, Boards of Directors, and Trustees. At the forefront of all Haverford’s business decisions is our commitment to honest and authentic advocacy for our clients.
