Assessing Financial Strength

The uncertainty of returns from today’s financial markets has made the growth in endowment income increasingly volatile. In addition, the pricing power reflected in annual tuition increases has started to erode. Large gifts that once provided important momentum behind capital campaigns have slowed. What impact are these financial trends having on your institution?

Helvey and Associates can help you assess the financial strength of your institution or foundation. Many of the traditional metrics for measuring the financial strength of educational and nonprofit institutions fail to answer the most important financial question: How much capital is needed in the endowment given your investment strategy and operating budget? In a world of challenging financial trends, more precise assessments of financial strength are strategic.

Helvey and Associates brings the analytical tools of Wall Street to assess the financial strength of educational and nonprofit organizations. We apply these frameworks to help you maintain your competitive edge by making strategic financial decisions.

We can help.

 

©2002 Helvey & Associates, LLC
1924 Georgia Avenue
Winston-Salem, NC 27104
For more information: info@helveyandassociates.com
(t) 336-723-4585     (f) 336-631-9377