Discover Appleton Group Charitable2020-05-06T09:12:56-05:00

Discover Appleton Group Charitable

Like so many Wisconsin non-profits, your organization is a bedrock of our great State. Your mission is clear, your leaders are committed, your donors are energized, and your Board is engaged. Wisconsin is a better place because of you!

But your mission takes money, and more than ever your endowment is a critical component of long-term success. That’s why we’ve created Appleton Group Charitable to help Wisconsin non-profits better manage their existing endowment portfolios.

Acting in a fiduciary capacity, Appleton Group Charitable’s professional advisor staff provides a four-step start-to-finish endowment management solution addressing all ongoing aspects of your endowment program.

Appleton Group Charitable is committed to your organization’s ongoing endowment success. And we honor and respect the many relationships your organization has fostered over the years. That’s why as your fiduciary, we’ll objectively assess whether your existing relationships continue to be beneficial to your organization, and as appropriate we’ll work to continue those we can and establish new relationships as needed.

It starts with a conversation with an Appleton Group Advisor. Our staff of trained, Wisconsin-based fiduciary advisors is ready to help meet your organization’s endowment investing needs from start-to-finish.

Call our office at (920) 993-7727 to schedule an introductory meeting.

We’re Different Than Your Current Provider. We offer…

  • Full-Time, Daily Monitoring and Proactive Management of all Endowment Assets

  • Multiple Strategy Options, Including Risk-Managed, Hybrid, Traditional and Social Impact Strategies

  • Low-Cost, Flexible Investment Vehicles

  • Individual Accounts for Your Non-Profit’s Assets (no pooled assets)

  • Local, On-Demand Support for Your Board, Finance Committee, and Donors

  • Full Compliance with WUPMIFA (Wisconsin Uniform Prudent Management of Institutional Funds Act)

  • Robust Investment Policy Statement That Offers Flexibility to Adjust Holdings as Economic Conditions Change

  • Daily On-Demand Access to Current Balances, Historic Performance, Holdings, Transactions, and Reports

Recent Posts from Appleton Group Charitable…

Nov 32020

Three Minute Trend Talk™ – Election Day Edition

November 3rd, 2020|

Election Day is finally here! In what seems like an eternity, the 2-year race for the White House is coming to a close and appears and all bets are off again. Polling has become less reliable as a much larger electorate brings elements into the voting process that simply didn't show up a decade ago. But what do the markets say? After all there's a lot of beauty in the "wisdom of crowds" and more often than not the millions of market participants as a whole tend to get it right. For example, four years ago [...]

Aug 102020

REPLAY for Endowments: An Interactive Conversation

August 10th, 2020|

Mark Scheffler, AIF® (Advisors of Appleton Group), and Rob Macklin (Epiphany Law) co-host this brief post on best practices for helping Wisconsin Non-Profits and their Board Members navigate the dynamic markets of the era of Covid 19. Learn how Appleton Group Charitable and Epiphany Law are helping improve endowment outcomes, reduce investment risk and fees, and produce more sustainable income streams for Wisconsin non-profits and their donors (CLICK IMAGE TO PLAY). Click HERE to Learn More About Appleton Group Charitable Click HERE to View WUPMIFA Statutes [...]

Jul 62020

WEBCAST REMINDER – Endowments: An Interactive Conversation

July 6th, 2020|

More than ever, non-profit leaders need better tools to successfully manage their organization’s endowment assets. In the era of COVID 19, strategies that may have worked in the past may now unintentionally expose your endowment to unprecedented risks and liabilities. Join Epiphany Law and Appleton Group Charitable for a candid discussion about what has changed in endowment management in the era of COVID 19, what you need to do to better manage your risks in the future, and how State laws are set up to help you succeed – if you follow their guidance.   [...]

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