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Stewarding Generosity

Investment Advisory & OCIO Services for Foundations

Our non-profit and endowments team at Rise provides personal and professional service to your organization; offering advisory management, risk assessment, and receiving gifted securities directly into your account.

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  • Dedicated Service Team & Advisor

  • Christian Biblically Responsible Investment (BRI) portfolios offered

  • Monthly Reporting

  • Custody of Assets at Charles Schwab Institutional

  • Access to Institutional Mutual Funds & Enhanced Yield Money Market Funds

Advisory Management

We meet with your organization to determine the short, medium, and long-term uses of donated funds.  We organize and prioritize risk/reward based on your organizations goals and then implement and manage a portfolio in the best interest of your organization.

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Management Fees: 0.25% - 1.00% annualized.

We are an independent firm and free of corporate bureaucracy which gives us great pricing flexibility. 

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FREE Endowment Risk Analysis

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Non-Cash Gifting

Receive non-cash securities directly into your account(s).  Liquidate at lowest cost possible to maximize the gifts given to your organization.

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We connect with the foremost experts in charitable giving, and can serve as a resource for your organization to help consult, educate, and equip those looking to grow their endowment.

Helping
Communities
Thrive

We love to see foundations and non-profits maximize their endowments to reach more people for the Kingdom.  It is a privilege to be strongly involved and invested in our local communities.  The Rise collective is passionate about stewarding God's gifts, talents, and resources to further advance the great commission.

"Then Jesus said to them, 'all authority in heaven and on earth has been given to me. Therefore go and make disciples of all nations, baptizing them in the name of the Father and of the Son and of the Holy Spirit, teaching them to obey everything I have commanded you. And surely I am with you always, to the very end of the age.'"

- Matthew 18:16-20

Children's Race

Non-Profit Inquiry 

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Contact

info@RiseWisely.com

Disclosures & Privacy Policy

Rise Financial Partners LLC (“RFP”) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted from registration. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of RFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.

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© 2023 Rise Financial Partners

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