Over a decade ago the principals of BHK made a strategic commitment to address the specific needs of private and public foundations and endowments. We understand the need to balance current need with the needs of future generations and the affect on spending policy and investment structure.

Integrating the investment structure with the strategic plan of the organization is crucial to the successful operation of an endowment or foundation. We specialize in building investment structures that provide stability to the fund in order to accommodate fluctuations in donor contributions and asset values. Additionally, we provide future spending models to assist grant makers with assessing their ability to make future commitments.

We have developed reporting systems that can provide donor level performance reporting. Other reports are available to help institutions present and validate the institution's sound investment management to prospective donors.