The Board of Directors of the Heritage Society approved an Investment Manager Selection Committee to develop an Investment policy, review potential Investment Managers and make recommendations for the selection of the Heritage Society’s Investment Manager. After 5 months of work, the committee recommended to the Board of Directors that the Haverford Trust be selected. The Board of Director did approve the recommendation.
Haverford Trust has a specialized service for nonprofit organizations. The Heritage Society learned of their Nonprofit Solutions group thru the fine work that Haverford Trust provides the Hellenic University Club of Philadelphia. The Haverford Nonprofit Solutions offers the highest quality investment management, advisory and administrative services tailored to the unique needs of each organization.
The Heritage Society will use the following services:
- Investment Management
- Advisory Services
- Trust Services
- Planned Giving Services
- Banking Solutions for deposits and payments
The Heritage Society knows that with a partner like the Haverford Trust that we will be able to manage our fiduciary responsibilities in a responsible and ethical manner. We will be able to offer assurance to donors and funders that when resources are made available to the Heritage Society, they will be managed and utilized in an appropriate manner.