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

Coming Full Circle

February 11, 2019 - Our newest hire and one of our newest clients have a lifelong connection.

Brad Perry, a native of south Louisiana, was excited to gain some independence at a young age as he headed off to summer camp at Pine Cove. A sev ... Read More

Diversity Helps Weather the Storm

February 4, 2019 - Utilizing an all-weather portfolio means you don’t have to wait for the storm to pass to see a rainbow. Instead, you can prepare for the storms before they arrive, ensuring your endowment portfolio’s viability for ye ... Read More

Tools of the Trade

January 28, 2019 - A good carpenter has a variety of tools in their belt. A great carpenter knows when and how to use them. When HighGround works to protect, strengthen and grow the assets of nonprofit organizations, our experts can be likened to ... Read More

A New Year Means New Resolutions

January 14, 2019 - During the first staff meeting of the new year, HighGround President and CEO Jeff Smith said, “A new year means new resolutions. Personally, I plan to spend more time in the studio creating.” Jeff then followed up by ... Read More

Did Mary Poppins Return without a Spoonful of Sugar?

January 7, 2019 - As 2018 closed, we were all left with the taste of uncertainty (not sugar) as equity markets continued to lose ground after reaching all-time highs in September. The persistent fluctuation due to increases in Federal Re ... Read More

Upcoming Events

Kingdom Advisors Feb 20
Council for Advancement & Support of Education Feb 24
DFW/CFA Forecast Dinner Feb 27

LATEST TWEETS

Tweets by highgroundadv

Those We Serve

"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.

Those We Serve

"Highground has provided me with a giving vehicle that secures future income, transfers funds to the charitable institutions I believe in and relieves me of the burden of managing assets in a rapidly changing investment culture in my advancing age."

Orville Rogers

Competitive runner & retired pilot

Those We Serve

"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

Those We Serve

"I have been acquainted and worked with HighGround Trust Company for nineteen years, and I have always been impressed with their knowledge, professionalism, and willingness to assist with any questions that arise with regard to our gift planning program."

Greg Teeter

Previous Associate VP for Major Gifts & Planned Giving, Iona College

Those We Serve

"Baylor University and HighGround Advisors have had a strong partnership for decades. HighGround Advisors continue 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

Assistant VP for Gift Planning, Baylor University

Those We Serve

"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

Those We Serve

"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

Those We Serve

"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, tailormade solution for our family."

Mike Williams

Retired President & Founding CEO, Community Hospital Corporation

Those We Serve

"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. Their gift planning and investment professionals are excellent, and they also understand the mission-centric nature of our work"

Reed Livesay

President & CEO, Pine Cove

Those We Serve

"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. HighGround truly understands our mission and embraces our vision for the future. 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

Those We Serve

"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