Endowments & Nonprofits BLBB Advisors

Endowment & Nonprofit Services

BLBB is a civic-minded firm. Many of our employees play significant roles in nonprofits throughout the Philadelphia metro area and beyond. Some also sit on the Board of Directors for our firm’s foundation, BLBB Charitable, the Giving Arm of BLBB Advisors.

One of our primary goals is to help our nonprofit clients maximize their impact and fulfill their philanthropic objectives. We can help you make a difference in your community. Our services include:

Drafting, reviewing, and/or updating your Investment Policy Statement
Building and managing your organization’s investment portfolio
Participating in board of directors and investment committee meetings

Providing training to your board on governance, investment management, and fiduciary responsibilities
Providing detailed account reporting and analysis
Advising on best use of assets when your organization has multiple accounts targeted at different needs (e.g., operating and reserve accounts)

Get in Touch

Start a conversation and find out how BLBB can help you.

LET'S TALK

Business Address

103 Montgomery Ave
Montgomeryville, PA 18936

Mailing Address

P.O. Box 1010
Montgomeryville, PA 18936

Call Us

215.643.9100

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