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 ... 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 ... 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 ... 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

Hurdling the Market’s Stress Periods

May 31, 2019 - You’re at the starting line of a 400-meter hurdle race and ahead of you is a long line of hurdles. You have trained and prepared for this event and are confident that you can successfully jump and clear each obstacle to win the race.

Like a 400-meter hurdler, long-term investors will inevitably face “hurdl ... Read More

A Balancing Act

May 3, 2019 - As a child, there was great entertainment discovered in navigating narrow walkways. Curbs on the sidewalk, parking bumpers or even brick walls provided fascinating opportunities to live life on the edge. Arms outstretched and tipping slightly from side to side, there was only one key to succeeding in the dream of being an imag ... Read More

HighGround Hosting Baptist Leaders in Israel

April 25, 2019 - For years, the leaders of Baptist foundations from each state have gathered together annually for fellowship and an opportunity to learn from one another. This year is no exception, but the journey will be exceptional.

The host responsibilities rotate among the various states yearly. HighGround Advisors, formerly Ba ... Read More

Leave a Legacy – Establish an Endowment

April 8, 2019 - Legacies aren’t just for individuals.

If you work for a nonprofit organization that is striving to impact future generations, you’ll want to research and consider establishing an endowment fund.

An endowment fund is a donation of money or property to a nonprofit organization for the ongoing support of ... Read More

Grow Your Investments Through Diversity

April 1, 2019 - Ask a Master Gardener and they will tell you that the key to growing a garden that flourishes is variety. Not only is variety in the garden pleasing to the eye, but it naturally designs a healthier environment – a symbiotic relationship for all involved.

The asset management team at HighGround approaches investments ... Read More

The Case for Noncash Assets

March 19, 2019 - Two of our legal experts recently presented the “Case for Noncash Assets” during a Navigate Giving webinar, which aims to educate nonprofit organizations about gift planning. During the webinar, Joe Hancock, General Counsel at HighGround, and Marion Armstrong, Associate General Counsel at HighGround, discussed the im ... Read More

Smooth Ride: A Donor's Guide to Charitable Giving

March 4, 2019 - Have you ever purchased a new car? Shopping for the right vehicle can be tedious and time-consuming – you might even walk away from the experience feeling utterly frustrated.

Imagine if you had a trusted friend or family member, with expert negotiation skills, working on your behalf. Not only would they find you a g ... Read More

A Servant's Heart

February 25, 2019 - As she sat in HighGround’s Innovation Room, a collaborative workspace, Carol Kilman found herself drawn to the top of the vinyl graphic adorning one of the walls – specifically, the words servant-hearted.

“Both of my parents always volunteered,” Carol said. Growing up in San Angelo, Texas, ... Read More

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 seventh-grader in east Texas, he instantly became hooked on the community that would fill his summer br ... 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 years to come.

HighGround Advisors believes in structuring investment portfolios that can with ... 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 great carpenters. We sat down with an expert in each of our service lines to discuss the most import ... 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 asking the staff what resolutions they had made for the year and as you can expect, getting healthi ... 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 Reserve rates, ongoing trade disputes, slowing growth, earnings disappointments, and the more recent U ... Read More

What's in a name?

January 3, 2019 - As an organization, we strive to provide our clients with a solid foundation on higher ground every day. We also strive to be on higher ground from an organizational standpoint. The journey to change our name could easily be compared to that of avid outdoor enthusiasts as they prepare for climbing a mountain. From gathering our ... Read More

An Endowment's Superpower

December 3, 2018 - When investment funds work together to strengthen a portfolio, their power is comparative to that of the Justice League – each fund bringing its own personal strength to the table, working in tandem with others to achieve the highest optimal return on investment. Sitting atop this hierarchy of investment super ... Read More

Keys to a Healthy Organization - A client's perspective

November 5, 2018 - We believe in the importance of seeing our work in action. In 2018, HighGround made a commitment to invite clients to speak at our weekly staff meetings, which provide staff with insight and inspiration to remain servant hearted each and every day.

In September, our client, South Texas School of Christian Studies' Pres ... Read More

Dodge, Dip, Duck, Dive & Donate

July 2, 2018 - Team building is important to us here at HighGround. Earlier this year, we pushed the boundaries of a team building exercise as a select few HighGrounders chose to form a dodgeball team – all for a great cause.

Dodge for a Cause is an annual dodgeball tournament underwritten by the international law firm Weil, Gotsha ... Read More