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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.

  • 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.

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

Working with Financial Documents

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.

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.


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 

Endowment Size

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