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 it may look different in 2021. As your organization considers your mission at the new year:
- perhaps you are developing new goals and initiatives. Is your investment strategy ready to support those goals? Is it time to create or revise your Investment Policy Statement?
- perhaps you wish to maximize your donors’ charitable impact. Do you need a legal team to train your staff or counsel your donors on strategic giving vehicles, like charitable trusts, gift annuities and donor-advised funds?
- perhaps you need the gifts of real estate, mineral interests, stocks, or other non-cash assets you received at year-end to be expertly managed. Or are you considering the acceptance of such gifts this year and need guidance?
Your mission is important; our mission is to serve yours. However you plan to pursue your mission in 2021, HighGround is here to help. Give us a call at 214.978.3300 to learn how we can strategically partner with you to advance your life-transforming work.