CASE STUDY
Establishing Institutional Memory.
At Heritage Wealth Advisors, we help nonprofit foundations build lasting impact by creating institutional memory records that preserve decision-making context. In this case study, we highlight our partnership with a regional foundation, where we addressed challenges like board turnover and lost historical insights. By implementing structured records, we enabled the foundation to stay focused on advancing its mission.
Serving as the foundation’s Outsourced Chief Investment Officer (OCIO), we’ve developing investment policies, conducting regular evaluations, and providing educational initiatives. Our approach ensures sustainable growth, compliance with IRS regulations, and effective long-term planning, empowering the foundation to maintain its mission and legacy.
This Case Study Covers:
- Preserving Institutional Continuity
- Institutional Strategic Governance
- Long-term Planning & Mission Advancement
