Smarter Investing, Stronger Nonprofits

We deliver more than just nonprofit investment management— we provide governance support, education, and resources specifically for small to mid-sized nonprofits.

Plentiful Wealth Nonprofit Solutions

Investment Management for Nonprofit Organizations

Fee-Only
Fiduciary
Independent
Local

Together, these qualities set Plentiful Wealth apart, offering your nonprofit a trusted partner dedicated to effective stewardship and long-term success.

More Money, More Impact

Together, we’re creating a new model for nonprofit investment management.

More for Mission

Lowering investment fees can free thousands for programs and services.

Access for All

No minimums mean every nonprofit can access institutional-quality investment management, regardless of size.

Empowered Boards

Through education and support, your board spends less time worrying about investments and more time advancing your mission.

A Different Approach to Nonprofit Investment Management

As your partner, we measure success by your mission’s growth, not our bottom line. Here’s what makes us different.

Education First

Every relationship begins with learning, not selling. Through free workshops, resources, and guidance, we ensure your board gains lasting investment knowledge – whether or not you become a partner.

Strengthening the Entire Sector

We’re building a stronger nonprofit community. Our goal is to save nonprofits more than $1,000,000 in annual fees by 2028, money that can be used to advance the mission.

Radical Transparency

Our process is completely open. From fee structures to investment strategies, we share everything. You’ll understand not just what we recommend, but why – empowering you to make confident decisions.

Building Your Capacity, Not Our Client List

Success means you’re equipped to thrive with or without us. We provide pro bono support for smaller organizations and celebrate when nonprofits grow strong enough to manage investments independently.

OUR NONPROFIT INVESTING SERVICES

Complete OCIO Services for Nonprofits, Foundations & Endowments

Investment Management for Nonprofit Organizations

We work alongside your team to build and manage portfolios that align with your mission, values, and IPS guidelines.

Governance Education & Framework

Learn best practices for nonprofit investment governance. We’ll guide you through creating policies that protect your organization and ensure UPMIFA compliance.

Transparent Investment Performance Insights

Understand exactly how your investments are performing with clear, jargon-free reports. Monthly reviews and dashboards designed for nonprofit boards, not Wall Street.

Cash & Treasury Management

Your operating funds shouldn’t sit idle. We’ll help you balance liquidity needs with yield, increasing the funds for your mission.

Ongoing Educational Partnership

Regular workshops and training sessions to transform your board into confident fiduciaries. Build knowledge that stays with your organization.

Mission-Aligned Planning

Beyond investment management- we help you think strategically about planned giving, reserves, and spending to maximize mission impact.

download our nonprofit investment policy statement template

75%

Average Lower Fee

$100,000

Minimum Investment

0.35%

Maximum OCIO Fee

Fiduciary

100% Of The Time

Why Kentucky Nonprofits Choose Plentiful Wealth

We understand nonprofits because we’ve sat on your side of the table. Our goal is to empower your organization and increase your impact by providing effective investment consulting.