Outside of our family-client work, MPM advises institutions and groups whose financial decisions affect dozens of stakeholders. We bring the same fiduciary, fee-based discipline to organizational portfolios that we bring to family plans.
Endowments, Foundations & Donor Advisors
Long-horizon investment management aligned to mission, spending policy, and the people you serve.
Foundations, endowments, and donor-advised funds carry a different responsibility than individual portfolios. The investment policy has to honor the donor's intent, fund grant-making in good and bad years, and outlast every board chair who ever serves.
How we work with mission-driven organizations
- Investment policy statement (IPS) drafting and annual review.
- Spending-policy modeling — typical 3.5%–5% draws, smoothing methods, and inflation protection.
- Asset allocation built for the perpetual time horizon.
- Mission-aligned investing where the board has expressed values-based preferences.
- Quarterly performance reporting and board-meeting presentations.
- Coordination with your CPA, auditor, and grant administrator.
Who this typically serves
- Private and family foundations
- Community foundation funds and field-of-interest funds
- Religious, educational, and cultural endowments
- Donor-advised fund holders and family giving committees
Businesses
From Fortune 500 employers and hospital systems to growing mid-sized companies, we help employees make sense of what they have.
For the business
- Retirement plan consulting and 3(21)/3(38) fiduciary support for 401(k), 403(b), 457(b), and Cash Balance plans.
- Plan design review and benchmarking against peer organizations.
- Vendor benchmarking and recordkeeper RFP support.
- Executive and non-qualified deferred compensation (NQDC) plan review.
- Group financial education sessions and on-site employee planning hours.
- Coordination with HR, finance, and legal counsel on plan governance.
For the professionals inside the business
- Maximum contribution strategy across 401(k), 403(b), 457(b), HSA, and IRA.
- Deferred compensation election strategy and distribution planning.
- Equity compensation — RSUs, ISOs, NSOs, ESPPs, and concentrated stock.
- Pension and lump-sum election decisions for those nearing retirement.
- Disability coverage analysis (own-occupation vs. any-occupation).
- Tax planning for bonuses, equity vesting, and 1099 or consulting income.