Highground advisors

HighGround Advisors: Protecting and Growing Nonprofit Assets for Nearly a Century

For almost 100 years, HighGround Advisors has been dedicated to protecting and growing the assets of nonprofit organizations, churches, and charitably minded individuals. Our comprehensive services in investment and asset management, charitable gift planning, and tax-exempt organization matters have helped transform countless lives.

At HighGround Advisors, we understand that nonprofits face unique challenges when it comes to managing their assets. That's why we offer tailored solutions designed to meet the specific needs of each organization we work with. Whether you're looking to grow your endowment or maximize your charitable giving potential, our team of experienced professionals is here to help.

Investment and Asset Management

Our investment philosophy is grounded in a long-term approach that emphasizes diversification across asset classes. We believe that by investing in a mix of stocks, bonds, real estate investments trusts (REITs), private equity funds (PEFs), hedge funds (HFs), commodities futures contracts (CFCs) among others; we can help our clients achieve their financial goals while minimizing risk.

We also recognize the importance of socially responsible investing (SRI) for many nonprofits. That's why we offer SRI options that align with our clients' values without sacrificing returns.

Charitable Gift Planning

Charitable giving is at the heart of what we do at HighGround Advisors. Our team works closely with donors to develop customized giving plans that maximize their impact while minimizing taxes.

We offer a range of charitable gift planning options including donor-advised funds (DAFs), charitable remainder trusts (CRTs), charitable lead trusts (CLTs), pooled income funds (PIFs) among others; all designed to meet the unique needs of each donor.

Tax-Exempt Organization Matters

Navigating tax-exempt organization matters can be complex and time-consuming for nonprofit leaders. At HighGround Advisors, our team has extensive experience working with tax-exempt organizations on issues such as compliance with IRS regulations regarding public support tests or unrelated business income tax rules among others; ensuring they remain compliant while focusing on their mission-driven work.

Our experts are also well-versed in planned giving strategies such as bequests from estates or life insurance policies which can provide significant benefits both for donors as well as charities they support over time through legacy gifts made after death or during lifetime transfers via irrevocable trust arrangements etcetera..

Why Choose HighGround Advisors?

With nearly 100 years' experience serving nonprofits across Texas & beyond; HighGround Advisors has built an unparalleled reputation for excellence in investment management & philanthropic advisory services alike! We are committed not only providing superior service but also helping transform lives through strategic philanthropy initiatives aimed at making positive social impact within communities served by our clients!

Contact us today if you're interested in learning more about how HighGround Advisors can help protect & grow your nonprofit's assets!