HighGround is committed to delivering personalized attention to each and every one of our client partners. We believe in going beyond the impersonal touch of a 1-800 number to ensure that your interactions with us are of the highest quality, fostering lasting engagement. 

The formation of our dedicated Client Solutions Team is a testament to our commitment to serving both current and future clients. This team is exclusively focused on understanding your unique needs, crafting tailored strategies, and implementing them to advance your mission. Our ultimate goal is to ensure that every interaction with HighGround is of the highest caliber, creating the foundation for enduring engagement and investment in your success.



At HighGround, we're committed to equipping you with the tools you need to make the most of your resources. Introducing Stewarding Stewardship: a training program offering customizable, in-person and virtual workshops for nonprofit leaders and donors, facilitated by our team of investment management and charitable giving experts.

Whether you're considering responsible nonprofit investment policies, crafting a personal generosity plan or exploring charitable giving solutions, HighGround can help steward your financial stewardship. Contact our Client Solutions Team to design a workshop together that is suited to your needs and will propel your mission forward.



Customized Training

  • Variety of topics offered, covering charitable giving strategies and tools, estate planning and responsible investing
  • In-person or virtual sessions
  • One or multiple sessions

Pre-Event Communication

  • Online registration form with adjustable fields
  • Follow-up confirmation and reminder emails
  • Promotional materials, such as advertisements to be used for website, social media, bulletin or slides

Post-Event Communication

  • Email communication with useful resources
  • 1-on-1 consultation with HighGround trust and legal professionals



  • BUILDING A GENEROSITY PLAN: In this interactive session, we help donors build a generosity plan by exploring their motivations and values, the causes that excite them and how they can best support those causes.
  • ESTATE PLANNING: In this session, we help donors consider how best to transfer their property at death, based on their charitable goals.
  • CHARITABLE GIVING SOLUTIONS: In this session, we take an in-depth look at charitable giving solutions, from trusts to gift annuities to endowments, that can help donors maximize their charitable impact while providing for the needs of their family. 
  • DONOR-ADVISED FUNDS: In this session, we provide a comprehensive look at the popular charitable gift vehicle, covering what donor-advised funds are, how they work, their tax advantages, and benefits both to donors and the charities receiving grants.
  • REAL PROPERTY: REAL PHILANTHROPY: In this session we discuss what a donor should consider when donating real estate to a nonprofit and what the nonprofit should consider when receiving gifts of real estate.
  • MINERALS ON MISSION: In this session, we’ll cover types of mineral interests, tax considerations, recommended gift acceptance policies, valuations and appraisals, and whether to liquidate or retain a mineral interest.  
  • THE CASH FOR NONCASH ASSETS: In this session we explore various types of noncash assets, from securities to real estate to jewelry, and consider the tax benefits and requirements of each as a charitable gift.
  • RESPONSIBLE INVESTING FOR NONPROFITS: In this session, we help nonprofits discover a blueprint for responsibly managing their resources. We explore short and long-term investment solutions designed to meet various goals, risk tolerances and liquidity needs. We answer frequently asked questions about operating reserves, investment policies and market trends.


Client Solutions Experts

David M. Slover
Senior Vice President and Chief Strategy Officer
Kellie Morrison, CFA
Senior Director of Client Investment Solutions
Jordan Lovelady
Client Investment Solutions Strategist
Chris Jones
Client Solutions Specialist
Lacy Cagle
Director of Creative, Communications & Culture
Katie Warren
Communications & Donor-Advised Fund Program Manager
Madi Welch
Visual Communications Strategist