Mallard Financial Partners

Focus on
your mission

We’ll take care of your investments.

Being intentional and strategic about your
nonprofit's investments ensures it can
deliver the best possible services.

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.

Our Nonprofit Services

Goals-based
Investment Management

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.”

Customized Investment
Policy Statement

Before investing your money, we work with you to help determine the risk level appropriate for your organization.

Quarterly Portfolio Rebalancing & Reporting

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.

Dedicated Account to
Accept Stock Donation

We make it easy for your donors to give you stocks and securities.

Targeted Educational Materials For Your Donors

We can provide information to your supporters about donating appreciated stocks/securities, planned giving, making qualified charitable distributions, and leaving legacy gifts.

Review Meetings

As desired, with your Finance Committee or Board. This helps make sure your nonprofit’s leadership understands your investments.

Pricing

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.

Take the Next Step

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 pam@mallardfinancial.com

BOOK A CALL

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