When you work with Mallard Financial Partners, our team is committed to taking the worry out of managing your investments, so you can focus on positively impacting our community.
We want to invest your portfolio to meet the needs of your organization. We don’t just assign your money to a pre-determined “investment pool.”
Before investing your money, we work with you to help determine the risk level appropriate for your organization.
We don’t just put your portfolio on a shelf. We evaluate and rebalance your investments every quarter. We provide quarterly reports showing your portfolio’s performance compared to a relevant benchmark.
We make it easy for your donors to give you stocks and securities.
We can provide information to your supporters about donating appreciated stocks/securities, planned giving, making qualified charitable distributions, and leaving legacy gifts.
As desired, with your Finance Committee or Board. This helps make sure your nonprofit’s leadership understands your investments.
We charge based on the value of your portfolio - your Assets Under Management (AUM). A quarter of the annual rate is charged quarterly.
Annual fee of 0.50% to 0.60% (depending on the complexity of the portfolio) with a $50 quarterly minimum. Mallard has discretion to waive the minimum quarterly fees.
For example, the annual fee would be $500 for a $100,000 investment portfolio.
Contact our nonprofit team to learn more. Our team will meet with you (in person or virtually), listen to your needs, and then craft a custom proposal for your investment program. We can talk with your Executive Director, Finance Committee, or Board of Directors.
We know this is an important step. Our team is here to build a custom solution for your nonprofit, so you can keep focused on the mission of your organization.
Pam Baumbach, Director of the Nonprofit Division, 302-737-4546, or email@example.com
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750 Barksdale Road | Newark, DE