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Cryptic Currency

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 even higher. But what ... Read More

OCTOBER 12 - 16 MIDWEEK UPDATE

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 13 - 17 MIDWEEK UPDATE

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 15 - 19 MIDWEEK UPDATE

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 1 - 5 MIDWEEK UPDATE

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 18 - MAY 22 MIDWEEK UPDATE

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 11 - MAY 15 MIDWEEK UPDATE

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 27 - MAY 1 MIDWEEK UPDATE

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 20 - 24 MIDWEEK UPDATE

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 13 - 17 MIDWEEK UPDATE

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 6 - 10 MIDWEEK UPDATE

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

MARCH 30 - APRIL 3 MIDWEEK UPDATE

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 23 - 27 MIDWEEK UPDATE

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

COVID-19 UPDATE

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

MARKET UPDATE

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

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

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