Philanthropic Services

We are a full partner in your philanthropic goals, committed to your mission.

Philanthropic Services Overview

Supporting Foundations and Not-for-Profit Organizations

Private foundation, not-for-profit and nonprofit governance and management often requires knowledge and proficiencies that go beyond the capacity or capabilities of an organization’s staff members.

Outsourced Chief Investment Officer (OCIO) is a portfolio solution that can free up staff time, increase expertise and provide constant oversight. Your investment committee will be able to spend its time on strategy and asset allocation as opposed to manager selection and performance of those managers. Your OCIO becomes an extension of your staff, a seat at the table, a part of your family so to speak.

Continue reading below for more details on our Philanthropic Services.

Why Choose Argent

At Argent, serving as a fiduciary is our DNA. Our 30+ year history of asset management for philanthropic organizations has allowed us to build our systems and staff to function as your Outsourced Chief Investment Officer (OCIO)—a strategic partner and extension of your staff.

Argent’s full-service OCIO model leverages our complete range of capabilities; however, OCIO is a customizable service and is adjusted to meet your needs. As your OCIO, we will start by understanding your objectives, risk tolerance and liquidity needs and ultimately become a full partner of your philanthropy committed to your mission.

More About Our Philanthropic Services

Argent’s full-service OCIO can be involved in setting strategy, advise on investment policy and take over responsibility for implementing the agreed asset allocation. Additionally, we offer expertise and advice on giving solutions and are available to dialog with donors to assist in efficient gifting.

We provide a team approach to foundation investment management. Our experts work with leadership and board members to create or review the investment policy and monitor compliance with established benchmarks. Through prudent investment and spending policies, Argent assists leadership to meet current needs along with creating equity among future generations.

Our experienced staff also assists with governance issues, helps with onboarding new board members, leads regular committee education and provides consultation on gift planning. Our mission is to help you accomplish your mission.

Services We Offer

Outsourced Chief Investment Officer (OCIO) Services
Foundation Governance and Management
Investment, Spending, and Gift Acceptance Policy Review
Asset Custodial Services
Gift Administration and UPMIFA Compliance
New Board Member Education and onboarding
Committee Education
Estate and Planned Giving Support
Trustee – Charitable Remainder Trusts, Charitable Annuity Trusts
Oil & Gas (Mineral) Management
Development Team Education
Marketing or Capital Campaign Support
Consultant Hiring

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