Fulfilling Your Mission

Bernstein Foundation & Institutional Advisory is here so you can focus on what's most important—Your Mission.

Make the most of the financial resources entrusted to you

Your fiduciary partner

For over 52 years, nonprofits, foundations, and a host of other institutions have relied on Bernstein for investment management and customized planning. Our extensive experience enables us to help you accomplish your mission in a manner consistent with the legacy, vision, and values of your organization, and our shared community.

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Featured Content

What’s changed in the social sector since Dan Pallotta wrote his best-selling book “Uncharitable” in 2008? According to Dan, an entrepreneur and philanthropy innovator, not much. Find out why.

Investment committees are wrestling with a challenging long-term outlook for public markets. Are private market alternatives the answer?

Can you invest trust assets in a fund that seeks both financial and nonfinancial goals without violating your fiduciary duties? That’s the question we set out to answer in our first long-form research piece in 10 years.

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A partner for all​

We partner with nonprofits and foundations of all types and sizes.

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Types of Organizations We Serve

  • Faith-based​
  • Educational​
  • International​
  • Governmental​
  • Associations
  • Healthcare and Human Services
  • Environmental and Animal​
  • Arts, Culture, and Humanities
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For Boards & Investment Committees

Key questions to ask to ensure your nonprofit is paired with the optimal team. 

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Asset Allocation

Tips on building a durable strategic allocation tailored to your organization’s needs. 

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Donor Outreach

Leverage insights we’ve gained from working with high-net-worth clients who are charitably inclined. 

Mission-aligned support

Most nonprofits and foundations want a wealth manager that is like minded and mission aligned. Our culture engages people with different backgrounds, viewpoints and ways of thinking, bringing out the best in our firm—and for our clients. 

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Have you considered responsible investing?

Nonprofits and foundations are increasingly looking at their portfolios as additional capital that can be deployed in service to the community. When positioned effectively, these assets can work “behind the scenes” to further promote equality and societal well-being. 

Empowering you to succeed

We publish blogs and a podcast specifically tailored to nonprofits and foundations. These resources can help drive your mission forward with expert guidance on investing, governance, development, and more.

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Alternative investments

Can alternative investments provide a boost to mission-driven organizations? Potentially. Nonprofits have unique considerations when determining whether alternative investments fit their investment needs. We can help you determine whether they’re right for your organization. 

Get in Touch

Our team of advisors in 20 cities are ready and able to help you wherever you are.