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Donor Development Support

You are here: Home1 / Thoughts2 / Investment Philosophy and Process – Institutions3 / Donor Development Support

Donor Development Support

We support our nonprofit clients’ development efforts.  For organizations with asset growth goals, we provide various levels of development support and, in doing so, we can play a role in helping our clients meet their goals.  Depending upon your chosen service level, examples of our assistance include presentations to current and prospective donors, as well as professional advisors throughout your community.  In addition, in some cases, we provide continuing education (CE) credits to professional advisors.

Click below to request more information about Mason’s donor development assistance services.

Request More Information
  • Multi-Step Institutional Consulting Process
  • Investment Policy Statement Consultation
  • Spending and Distribution Policy
  • Asset Allocation
  • Portfolio Rebalancing
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  • Consolidated Perf Reporting and Data Agg
  • Donor Development Support
  • Defined Contribution Plan Consulting Process

Contact Us

Washington, DC Area Office:

Address: 11921 Freedom Drive, Suite 1000, Reston, VA, 20190
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

 

San Francisco Bay Area Communications:

info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)

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Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services, Inc. is a SEC registered investment advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org).

All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.

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PRIVACY POLICY

Click here for Mason Investment Advisory Services, Inc.’s Customer Relationship Summary

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