FOSTERING SUSTAINABLE LEGACY PLANNING FOR NONPROFITS
Complimentary Investment Policy Statement (IPS)
This document has been developed and made available to provide basic guidance to
Fundraising ABCs – Review of Sound Fundraising Practices Focusing on Enhancement or Creation of:
Donor-based fundraising strategy
Mission-based solicitation language
Generational donor traits
Elevator speech development
Written policies of the development role of boards of directors, individual board members, staff and volunteers
Individual Giving Program Enhancement
Fundraising calendar development
Direct mail and email strategies
Thank you and acknowledgement policy
Renewal and retention strategy
Planned Giving Program
Gift acceptance policy
Stock acceptance procedure
Investment Stewardship Assessment and Guidance
Define your fiduciary responsibilities when investing
What is an Investment Policy Statement (IPS) and how does it differ from an Investment Spending Policy (ISP)
A practical guide of how to leverage your investment management process to attract large donations
Negotiating strategies to lower your fees and commissions with financial advisors and investment companies
ADD ON SERVICES
Ongoing investment fiduciary consulting
Data-mining for capacity identification
Major donor cultivation
Peer-to-peer campaign development
Shared customer relationship management and fundraising software
S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about S.E.E.D. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.
Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
S.E.E.D. will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and are available on the SEC website at: You may also contact S.E.E.D. to request a copy.
If you have any questions regarding Compliance and Regulatory information contact us.