Farther
Organization Overview
You work diligently to advance your organization’s mission with maximum impact. We
strive to be an extension of your Board, finance committee and staff, by offering holistic
planning coupled with the responsible investment and stewardship of your assets. To
take your organization Farther, we offer:
● Board governance and fiduciary education
● Donor development, DAFs, planned giving, and major-gift support
● Spending policy alignment
● Cash flow and treasury management optimization
● Banking and borrowing review, analysis and facilitation
● Investment policy advice and statement drafting
● Customized portfolio management
● Investment performance monitoring, measurement, and reporting
strive to be an extension of your Board, finance committee and staff, by offering holistic
planning coupled with the responsible investment and stewardship of your assets. To
take your organization Farther, we offer:
● Board governance and fiduciary education
● Donor development, DAFs, planned giving, and major-gift support
● Spending policy alignment
● Cash flow and treasury management optimization
● Banking and borrowing review, analysis and facilitation
● Investment policy advice and statement drafting
● Customized portfolio management
● Investment performance monitoring, measurement, and reporting
Contacts
Eric Farr
Advisor