Foundations

Leverage your Foundation's investment resources to align with your goals.

Investing for Foundations

Impact Capital Strategies helps to mobilize foundations to align their goals with their investments. ICS works with Trustees to create an Investment Policy Statement that helps to outline how foundations can manage their assets to fulfill their fiduciary responsibilities. Once investments are put in place, we meet with board members to review financial goals and objectives. If during our process we find that the board is in need of additional resources, we make referrals to professionals within our trusted network. When working hand-in-hand to help plan for a foundation’s financial future, we take great pride in developing deep and long-term relationships along the way.

Mission Alignment
Investment Policy Statement
Asset Allocation Strategies
Risk Management
Board Meeting Presentations

Talk to us about detailed strategies.

Ashley Lazarewicz, CFP^®

Managing Partner

202-844-3552

[email protected]

Jon Ellenbogen

Managing Partner

202-844-3552

[email protected]

Steve Badt

Senior Operations Manager

202-844-3552

[email protected]

Pamela Zeger

Branch Administrator

202-844-3552

[email protected]

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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