2018 Tax Review

View Sand Hill's current assessment of the sweeping U.S. tax code overhaul signed into law in late 2017.

Endowments & Foundations

Endowments & Foundations

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Your Dedicated Fiduciary Partner For Over 20 Years

Giving back to our community has always been part of the Sand Hill business model. For endowments and foundations, we provide high-touch management services that complement your cause. From helping you keep pace in changing economic times, to cost-effective, best-in-class investing and our ongoing commitment to objectivity, we are your fiduciary partner. With our results-oriented philosophy, insightful, team-based approach, and culture of service, you can think of us as the trusted, professional resource focused on meeting the needs of your organization.

Supporting Your Team Supporting Your Team

Supporting Your Team

Whether you have an in-house financial team that needs investment support, or are looking for more comprehensive services in an outsourced solution, our investment team is here to help. At Sand Hill, we specialize in close, collaborative relationships. We will regularly meet with your finance committee and Board of Directors to ensure your organization’s needs are being met. And because many of us also sit on non-profit boards as volunteers, we have a deep understanding of the level of communication and guidance that can help you stay focused on your cause.

Let’s Work Together

If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.