HIGHGROUND ADVISORS, TAKING YOU HIGHER

For nearly a century, HighGround Advisors has protected and grown the assets of nonprofit organizations, churches and charitably minded individuals dedicated to transforming lives. We offer comprehensive services in investment and asset management, charitable gift planning and matters unique to tax-exempt organizations and the individuals who support them. We handle the details, so you can focus on moving mountains. Our Promise to you: We Protect your mission. We Strengthen your calling. We Grow your legacy. Protect. Strengthen. Grow.

Whether it’s fund management, minerals management or real estate management and strategies, our staff works with you to develop tailored solutions to meet your investment goals.

Operating within the framework of each donor’s objectives and needs, we facilitate the gifting of diverse assets, including cash, securities, real estate, minerals and closely-held business interests, through various giving solutions, such as donor-advised funds, bequests, gift annuities and charitable remainder trusts.

We provide a broad range of account support services, such as sub-accounting, consolidated reporting and audit support, so you can focus on furthering your mission.

FEATURED BLOG POSTS

What Should You Do With Your Nonprofit's Operating Reserves?

July 11, 2022 - Operating reserves are vital to the health of a nonprofit. But what should you do with them until they are needed?

An operating reserve is an undesignated portion of a nonprofit’s net assets that is set aside ... Read More

Hidden in Plain Sight: Private Equity, Part 3

July 5, 2022 - Having defined private equity in Part 1 and described its key characteristics in ... Read More

Hidden in Plain Sight: Private Equity, Part 2

June 30, 2022 - Private equity investing differs from public equity investing in significant ways. Having defined private equity (PE) in Part 1, we now consider ... Read More

Hidden in Plain Sight: Private Equity, Part 1

June 28, 2022 - The term “private equity” has become an integral part of almost every conversation about investing, owing to private equity’s prominence in the business media as a capital provider, deal maker and generator of con ... Read More

May 2022 Market Update

May 31, 2022 - Whether politics, pandemic, surging inflation or rising energy prices, divisiveness and uncertainty abound in our country today. You may be wondering how current events and future outcomes will affect your investments. At HighGr ... Read More

Upcoming Events

Out Of Office: Joe Hancock at First Baptist Church of Waco Sep 11
SEWELL GOLF CLASSIC BENEFITING BUCKNER Oct 24
CGP Conference Oct 26

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Those We Serve

"First Denton’s mission is to be changed people, changing lives through Jesus Christ and it is refreshing to have a financial partner that strengthens our mission through asset management and donor stewardship while still embracing our Christian faith and beliefs. The staff of HighGround Advisors provides great support with sound investment and charitable giving advice.”

Jeff Williams

Senior Pastor, First Denton

"We are excited to partner with HighGround to manage and grow Pine Cove’s assets in order to further develop our effort to provide gospel-centered camping experiences to children across the nation. HighGround embraces our mission and understands our vision for the future."

Reed Livesay

President & CEO, Pine Cove

"Baylor University and HighGround Advisors have had a strong partnership for decades. HighGround Advisors continues to provide outstanding professional support to Baylor's Office of Gift Planning with integral planned giving services. Their expertise with qualified charitable gift annuities and charitable trusts has been an invaluable service to Baylor and our constituents. They have also effectively met the needs of many of Baylor's alumni and friends with trust services through HighGround Trust Company. Baylor proudly considers HighGround Advisors our friends and a significant part of our team."

Larry Smith

Retired Assistant VP for Gift Planning, Baylor University

"Children At Heart Ministries envisions hope and a promising future for all children and families. The talented staff at HighGround Advisors strengthens our efforts to achieve that vision through asset management, donor stewardship, charitable estate planning services and so much more. We truly value the partnership we share and are grateful for the quality of support and the friendship of HighGround Advisors."

Todd Roberson

President & CEO, Children At Heart Ministries

"HighGround Advisors is our go-to financial services provider. They have given wise, Christ-honoring counsel and demonstrated professional, expert management of our assets since the inception of the ministry. Our partnership with HighGround is a true blessing."

Jeff Byrd

President & Co-Founder, Denison Ministries

"HighGround has been an integral part of the success of the Texas Tech University System’s gift planning program for two decades. They have the technical expertise and experience but more importantly, they have great people that make them a trusted advisor and partner."

Byron Kennedy

Vice President for Advancement, Texas Tech University

"I've known about HighGround Advisors for years, but it wasn't until recently that I realized they could facilitate a gift that would allow my family to use our blessings to fund our charitable giving throughout retirement. Since establishing our donor-advised fund, HighGround has managed to exceed my expectations with every facet of service. Their values, responsiveness and level of personalization have provided the perfect, tailor-made solution for our family."

Mike Williams

Retired President & Founding CEO, Community Hospital Corporation

"We are excited to partner with HighGround to manage and grow the foundation’s assets in order to support initiatives such as the Texas Rangers MLB Youth Academy. The personnel on their team are investment professionals, yet they also understand the mission-centric nature of our work."

Karin Morris

Executive Director, Texas Rangers Baseball Foundation

"HighGround’s trust and legal professionals serve as a trusted gift planning resource as we work with our donors to structure complex gifts, whether outright or planned. It’s good to have a strong partner to discuss the latest giving solutions, charitable tax implications and issues relating to nonprofit law."

Cynthia Krause

Vice President, Baylor Scott & White Dallas Foundation

"HighGround Trust Company has been a terrific partner for the UNT Foundation. Their well-structured service offerings, responsiveness to client needs, depth of expertise and professionalism have contributed significantly to our foundation's capabilities to serve and support our highly-valued donors."

Michael A. Mlinac

President & CEO, UNT Foundation, Inc.