Philanthropic Services

Our mission is to help you accomplish 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 capabilities of an organization’s staff members.

As part of your team—which may include attorneys, CPAs or other advisors—Argent provides administrative and investment expertise to help your organization achieve its mission today and across future generations.

Why Choose Argent

Building on our foundation of fiduciary service, Argent has established a broad array of philanthropic services for all sizes of nonprofits and private foundations.

We have the depth and breadth of experience to help organizations of all sizes reach their goals.

More About Our Philanthropic Services

Argent provides a team approach to Foundation Investment Management in addition to an Outsourced Chief Investment Officer (OCIO) solution. 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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Additional Services That May Interest You:

Corporate Trusts

Administrative and investment expertise to help protect your business and support its growth.

Custody & Escrow Services

A range of custody services with the scale and quality sophisticated institutional clients expect.

Investment Management

A comprehensive scope of investment services that are designed to optimize the performance of your financial assets, based on your unique needs and strategy.

Governmental Services

Administrative and investment expertise serving governments and municipal bodies in managing complex public finances.

Special Assets Administration

Unique services in the areas of Oil & Gas Management and Timberland Management.

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