HIGHGROUND ADVISORS, TAKING YOU HIGHER

For nearly a century, HighGround Advisors has protected and grown the assets of nonprofit organizations, churches and charitably minded individuals dedicated to transforming lives. We offer comprehensive services in investment and asset management, charitable gift planning and matters unique to tax-exempt organizations and the individuals who support them. We handle the details, so you can focus on moving mountains. Our Promise to you: We Protect your mission. We Strengthen your calling. We Grow your legacy. Protect. Strengthen. Grow.

Asset Management

Whether it’s fund management, minerals management or real estate management and strategies, our staff works with you to develop tailored solutions to meet your investment goals.

Gift Planning

Operating within the framework of each donor’s objectives and needs, we facilitate the gifting of diverse assets, including cash, securities, real estate, minerals and closely-held business interests, through various giving solutions, such as donor-advised funds, bequests, gift annuities and charitable remainder trusts.

Account Support Services

We provide a broad range of account support services, such as sub-accounting, consolidated reporting and audit support, so you can focus on furthering your mission.

Spring-Clean Your Investment Strategy: The Role of an IPS

March 20, 2025 - For nonprofits, developing an Investment Policy Statement (IPS) that aligns with their financial goals and objectives is crucial for long-term investment success.

What is an IPS?  ... Read More
Fireside with 2025 Tal Award Recipient Beverly Stern

March 19, 2025 - To acknowledge dedicated and thoughtful employees who embody our core values, HighGround established the Tal Award, named for former HighGround COO Tal Roberts. The award recipient is selected by HighGround peers through a nom ... Read More

Q4 2024 MARKET & ECONOMIC UPDATE

February 3, 2025 - Here are five key takeaways from our fourth-quarter market update:

CAPITAL MARKETS: HighGround's Capstone Fund posted positive returns and exceeded its benchmark for the year. ... Read More
Ante Up to the IRS: Tax Implications of Galas & Games

November 19, 2024 - As winter and spring gala seasons draw near, charitable organizations and their donors look forward to evenings of glamour and glitz, food and fellowship. But before we get too caught up in the fun of fundraising, ... Read More

Maximize the Impact of Your Year-End Giving

November 1, 2024 - Though it’s only the first day of November, Christmas is just 54 days away, and the New Year follows closely in 61 days. The holiday season—and gift-giving—is officially upon us! Wherever you find yourself ... Read More

Those We Serve