Fireside with Joe Wright

January 13, 2022 - After more than 20 years of service to HighGround, former CIO Joe Wright retired at the end of last year. We sat down, fireside, with Joe to reflect on his career and to celebrate his significant contributions to HighGround and the important work of our client partners.

What was your work exp ... Read More

The 2021 DAF Report Is Here

December 7, 2021 - National Philanthropic Trust (NPT) recently released its 2021 Donor-Advised Fund Report, which captures data from the 2020 fiscal year. Let’s take a look at the new information provided by NPT.

The total number of individual DA ... Read More

Fireside with Yvonne Moreno

December 2, 2021 - After more than 15 years of enthusiastic service to HighGround and our client partners, HighGrounder Yvonne Moreno retires later this month. In her time at HighGround, she has not only provided excellent administrative support for our investment team, she has also committed herself to learning about the investmen ... Read More

End-of-Year Giving with Immediate Tax Benefits

November 30, 2021 - The holidays are upon us. While we prepare for the celebrations, string lights, coordinate travel schedules, and fill up Amazon carts with Christmas gifts for the family, it’s also time to make our year-end giving plans.  

Cash, check and credit card are the most common ways to give and for good reason. It& ... Read More

Market Update

August 10, 2021

The U.S. economy is growing at its fastest pace in over 30 years, following the sharpest global recession since the Great Depression last year. Growth forecasts for the U.S. were again revised upward, with the ... Read More

Fireside with Frances Jenkins

August 11, 2021 - After twenty years of joyful service to HighGround and our client partners, HighGrounder Frances Jenkins is retiring this week. In her time at HighGround, she has supported our mission as accounting assistant, account administrator/manager and, most recently, as office coordinator. We sat down, fireside,  ... Read More

Fireside with HighGround CIO Helge Rokenes

August 4, 2021 - In June, HighGround announced the hiring of our new CIO, Helge Rokenes. You can read the full press release here. We recently sat down, fireside, with Helge to get to know him better.

Welcome to HighGround! Ok, first thing&rsqu ... Read More

Are Your Long-Term Investments Protected Against Inflation?

May 20, 2021 - Last month, inflation rose at its fastest rate since the economic recession of 2008. The U.S. Bureau of Labor Statistics recently reported that in April, headline inflation, which includes energy and food prices, jumped 4.2% from a year ago. Understandably, this spike has some long-term investors and endowed institutions concerned ... Read More

Fireside with HighGround's 2021 Tal Award Recipient

May 11, 2021 - To acknowledge dedicated and thoughtful employees who embody our core values, HighGround established the Tal Award, named for former HighGround COO Tal Roberts. The award recipient is selected by HighGround peers through a nomination process.

At our virtual, all-staff vision meeting last February, Lacy Cagle was ... Read More

Fireside with HighGround's 2020 Tal Award Recipient

April 21, 2021 - Tal Roberts served HighGround Advisors from 1969 – 1997. He embodied our core values: he put the client first and was servant-hearted, he acted with integrity and promoted innovation, he was a visionary and led with professional excellence. To acknowledge dedicated and thoughtful employees like Tal, HighGround est ... Read More

Is a DAF Right For Me?

April 1, 2021 - Donor-advised funds (DAFs) are vehicles that allow individuals to maximize their charitable impact by giving in a tax-advantageous way. As the vehicle continues to grow in popularity, perhaps you have wondered, "Is a DAF right for me?" In this series, we will highlight case studies of individuals who chose to give through a DAF a ... Read More

Nonprofit Fundraising & DAFs

March 23, 2021 - In 2019, there were 873,228 donor-advised funds with a combined total of $141.95 billion. That’s nearly $142 billion already set aside and earmarked for charity. Your nonprofit’s mission is important, and you need funding to sustain the imp ... Read More

Service at the Heart

March 19, 2021 - HighGrounder Amie Meldrum’s son, Darran, is an Airman in the United States Air Force. He has dedicated himself in service to our country. And in 2019, HighGround had the opportunity to serve him as he served us all. 

Darran and his group of airmen were stationed overseas and in need of some provisions. HighGro ... Read More

HighGround's Theme for 2021

March 4, 2021 - Each year, HighGround develops a strategic theme to help guide us and grow us. The theme is a simple phrase that reminds us of an important idea to be applied to our work.

When we unveiled our 2020 theme, Flexible Focus, at our all-staff vision meeting last year, we discussed the importance of pursuing our g ... Read More

Oil & Gas Industry - Looking Back and Looking Ahead

March 2, 2021 - While the oil and gas industry is accustomed to highs and lows, the downturn caused by the pandemic last year was historic. What now? HighGround's Oil and Gas Manager, Will Francis, is our guide as we look back at what happened in 2020 and look ahead to what 2021 might hold for the industry.

LOOKING BACK ... Read More

2021 Market Outlook

February 26, 2021 - In case you missed the most recent edition of Insights, our quarterly newsletter, here’s our current market outlook.

ECONOMIC OUTLOOK: We anticipate above average economic growth.

Consensus forecasts for real GDP growth suggest global growth in 2021 will be in the range o ... Read More

The 2020 DAF Report Is Here

February 11, 2021 - Last week, National Philanthropic Trust (NPT) released its 2020 Donor-Advised Fund Report, which captures data from the 2019 fiscal year. Since the new Donor-Advised Fund (DAF) Report is focused on 2019 data, it does not cove ... Read More

The 7 Most Common Myths About DAFs

January 28, 2021 - The donor-advised fund (DAF) continues its meteoric rise in popularity, yet there are still some misconceptions about the tax-efficient giving vehicle. In this article, we’re clearing up the confusion and debunking the seven most common myths surrounding DAFs.

MYTH #1: DAFs are just a fad. ... Read More

Private Foundations and Donor-Advised Funds: Are They Right For You?

January 21, 2021 - Choosing the right charitable giving vehicle for your philanthropic goals is an important part of giving strategically. Private foundations and donor-advised funds are two giving vehicles that are often compared due to their similarities. While both allow donors to designate assets for current and future grants to charities, t ... Read More

New Year, New Start, Same Mission

JANUARY 13, 2021 - Every January we begin again. The first month of a fresh year finds most of us resolving, planning and improving. Whether reorganizing or budget-creating or vision-casting, we're often motivated in January to clean up and dream big. 

An organization's mission remains the same year to year, but how best to pursue i ... Read More

CRATs & CLUTs & DAFs…oh my!

DECEMBER 18, 2020 - The life-transforming work of charities is important. We know that any gift which allows you to advance your mission is welcomed and appreciated. But there are strategic ways your donors can contribute to your organization which minimize taxes and maximize gifts.

Don’t be frightened by the names and number of th ... Read More

Donor-Advised Funds 101 - Benefits, Part 2

November 19, 2020 - In our Donor-Advised Funds 101 crash course, we’ve covered what donor-advised funds are, how they work, and why they are a popular giving vehicle. These are the things all donor-advised funds (DAFs) ... Read More

Donor-Advised Funds 101 - Benefits, Part 1

November 17, 2020 - Last month, our Donor-Advised Funds 101 crash course began with the basics of donor-advised funds - what they are and how they work. This week, we’ll highlight the benefits of donor-advised funds - why they are a smart giving vehicle. But first, a qu ... Read More


November 12, 2020 - The leaves are changing and Thanksgiving is fast approaching. In addition to holiday plan-making, November is the time many of us begin to prepare for our end-of-year giving. In fact, about 30% of all giving occurs in December.

B ... Read More

Donor-Advised Funds 101 - Basics

October 29, 2020 -

Pop Quiz: What giving vehicle is nearly a century old yet is also one of the fastest-growing ways to donate to charity today?

... Read More

Cryptic Currency

October 21, 2020 - Whether or not one believes cryptocurrency is a sound investment, the cryptocurrency market is expected to grow 11.2% by 2027, according to Forbes Business Insights. Others estimate the growth will be ev ... Read More


October 14, 2020 - Whether politics, pandemic, or presidential election, divisiveness and uncertainty abound in our country today. You may be wondering how current events and future outcomes will affect your investments. At HighGround, we wish to give you peace of mind by stewarding well what you have entrusted to us and by resourcing you wi ... Read More

Managing Endowments During Crisis

What does endowment management look like in times of crisis?

HighGround Vice President Kellie Morrison was #OutofOffice at this year’s TXCPA Conference and shared some key considerations to keep in mind when managing endowments through volatile times: staying the course, maintaining liquidity, rebala ... Read More

Managing Cash Flow in Crisis

When managing cash flow in times of crisis, sometimes cutting costs is not enough to keep nonprofits in the black. HighGround Associate General Counsel Marion Armstrong was recently #OutofOffice at the 2020 TXCPA Conference and shared how nonprofits can increase their income by revising their endowment’s spending policy.

... Read More


July 15, 2020 - Most of us are not accustomed to living with the level of uncertainty we are experiencing now due to COVID-19. What will school look like in the fall? Should we visit our family members? Is it safe to return to work? The unknown can fatigue us, whether we are worrying about the future or incessantly planning for it. In t ... Read More


June 17, 2020 - At HighGround, we continue to weave our 2020 theme of Flexible Focus into everything we do. As we are all eager to see one another in person again, one recent focus has been to navigate a safe way back into the office. We anticipated initiating phase 1 of our return plan this week but due to the rising number of coronavirus c ... Read More


June 3, 2020 - Our values are the heart of HighGround and guide us as we work with those who are transforming lives. To name a few, we strive to put others first, to be servant-hearted and to act with integrity. These values require that we see ourselves in the right relation to God and one another, that we stand for what is ... Read More


May 20, 2020 - At HighGround, we understand that no two organizations are the same, so we gladly serve with your unique mission in mind. Should a need arise during this unprecedented time, our team stands ready to customize a solution just for you. Fast Facts:

While speaking to C ... Read More


May 13, 2020 - In light of the gradual reopening of Texas businesses, HighGround’s senior leadership team is developing a plan for our eventual return to the office. Our executives are attending seminars and researching best practices to ensure we take every precaution possible, as the safety of our team is paramount. Our return w ... Read More


April 29, 2020 - Texas has joined the growing list of states beginning to reopen their economies. Officials said Monday they will allow the current statewide stay-at-home order to expire this Thursday, enabling many businesses to start opening in phases the following day.Our main focus continues to be the safety and well-being of ... Read More


April 22, 2020 - The best way to bear afflictions is to look to the end of them.This is what seventeenth-century English minister Matthew Henry wrote in his Complete Commentary. When all things are made new, the suffering and sorrow of those who believe will be overcome by joy. Our future glory outw ... Read More

Navigating Volatile Markets: We’re Ready.

March 30, 2020 - As an investment management organization founded in 1930, we are no stranger to global crises and market upheavals. Our highly disciplined investment program is based on our belief that fundamentally sound investment and risk management practices, when applied consistently, improve the ability to meet your investment objectives. ... Read More


April 15, 2020 - Over the last two weeks, HighGround team members have chosen an attitude of gratitude. We challenged one another to jot down one thing we are grateful for each day.We acknowledge the hardships, sickness, and sorrow people are experiencing globally and grieve with those who grieve. Our gratefulness chall ... Read More


April 8, 2020 - It has been inspiring to see how our client partners have creatively and flexibly adapted their focus to fulfill their mission during this “disruption.” Churches are live streaming gospel messages directly into homes around the world. Our ministry partners are developing new ways to connect with and serve those in ... Read More


April 1, 2020 - At HighGround’s all-staff vision meeting in February, leadership revealed our theme for 2020: Flexible Focus. While our mission to protect, strengthen and grow your mission is unchanging, we recognized the need to be flexible in our focus to fulfill that mission. Only a month after unveiling ... Read More


March 25, 2020 - Your mission is important. Our mission is to serve yours. As your financial partner, we want to help you navigate this uncertain time by keeping you updated and informed. Thank you for your continued trust and support as we work with your mission in mind.Late Sunday evening, Dallas County enacted a new shelter-i ... Read More


March 16, 2020 - The speed of COVID-19 is causing unprecedented challenges across the globe. As a result, HighGround has implemented our pandemic plan to reduce the potential exposure and spread of the virus. As of noon today, our employees began working remotely or on a staggered work schedule to execute our investment process and maintain crit ... Read More

Our Commitment to You

March 13, 2020 - With the recent acceleration of efforts to contain the coronavirus (COVID-19) after the World Health Organization declared the outbreak a pandemic on Wednesday, we want to assure you that HighGround is monitoring the situation closely and is committed, as always, to protect, strengthen and grow the assets entrusted to us. ... Read More


February 25, 2020 - The uncertainty surrounding the coronavirus finally caught up to U.S. markets on Monday with key benchmark indices declining by about 4.3% over the last two trading days and opening today down around 1.0%. Although we can’t predict the severity of the coronavirus or its impact on the global economy and capital markets, ... Read More

Best Practices for Gifts of Stock

October 24, 2019 (by Joe Hancock, Vice President & General Counsel) - Probably the most common noncash gifts involve securities, either publicly traded or closely held. Publicly traded stocks are fairly easy to handle from the charity’s perspective and relatively easy for the donor to transfer. The valuation of these stocks is well est ... Read More

Are You Afraid of the DAF?

October 22, 2019 - Don’t be left in the dark about donor-advised funds.

In the 2018 DAF Report, National Philanthropic Trust reported that over a one-year period more than $19 billion was granted from donor-advised funds, or DAFs, to charitable organizations. The ease and flexibility of a donor-advised fund ma ... Read More

Choose Your Own Adventure

July 29, 2019 - MEET CORNERSTONE. Over the last five years, Cornerstone has seen a major growth in its congregation. In fact, the growth has been so significant that the church is preparing for a capital campaign to build additional facilities. While new infrastructure is a more immediate need, they know that they also need a pl ... Read More

HighGround Hosting Baptist Leaders in Israel - PART II

July 1, 2019 - Faith came alive for a few members of HighGround’s leadership team when they recently traveled to Israel. It is one thing to read stories and picture the events in your mind, but quite another when the stories you’ve read suddenly come to life before your eyes.

“As we read the Bible and hear all of t ... Read More

Active or Passive Investing? Time to Phone a Friend

June 24, 2019 - Sometimes fielding investment-related questions from nonprofit board members can make you feel like you’re a contestant on a popular game show. Imagine for a moment that your newest board member asks you to provide insight on active versus passive investment management.

“Is it true that an active investme ... Read More

Manager of Managers Approach

June 6, 2019 - To win in investments, we have to play as a team.

The success of any one player, or in this case manager, should not trump the team working to achieve its ultimate goal of completing the play. Instead, the players, i.e. managers, create diversity on the team as each brings their own unique talents to the field. When w ... Read More