Nonprofit Services

Triskeles Foundation provides the structure and services for the management of nonprofit reserve and endowment funds. Additionally, Triskeles Foundation can provide investment policy review/development, sustainable/impact investment training and nonprofit management and fundraising advice.


Aligning an investment strategy with an organizational mission through aligned/sustainable investing allows nonprofit organizations to cultivate financial health while adhering to mission and operational standards. Our collaborative approach is to co-create a portfolio for your nonprofit with mission-aligned strategies based on detailed discussions with your management, Board and finance/investment committees. Increasingly, cohesion between a nonprofit organization’s mission, programs and its investment approach reflect the fields’ views of a “best practices” strategy. 

Triskeles Foundation's investment managers have decades of experience in socially responsible/impact investments.  In addition,Triskeles Foundation's professional staff and affiliates have extensive experience in all aspects of nonprofit management, fundraising, planning, growth strategies and problem solving.


Collaborative Investment and other Support Services

Triskeles Foundation, in conjunction with our investment managers and other professional partners, provide nonprofits with investment and other support:
  1. Customized sustainable/impact investment and management services for reserve/endowment funds offering:

  • Competitive returns

  • Thematic investment approaches

  • Utilization of carefully researched private and public impact investment options

  • Due diligence and close partnership with finance/investment committees of nonprofits 

    2. Investment policy review/development

    3. Sustainable/impact investment training

    4. Nonprofit  management and fundraising advice

    5. Shareholder activism

    6. Gift fund stewardship

  • Receipt of securities

  • Separate accounting/reporting for funds

  • Gift acknowledgment

  • Online gift making access

  • Disbursement/check writing capacity

Triskeles Foundation

707 Eagleview Blvd.

Suite #105

Exton, PA 19341

(610) - 321 - 9876

The Triskeles Foundation is an independent, public 501(c)(3) charity that helps individuals, families, and organizations effectively reach their philanthropic goals in a simple manner.

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A copy of the official registration and financial information of Triskeles Foundation may be obtained from the Pennsylvania Department of State by calling toll free, within Pennsylvania, 1-800-732-0999.  Registration does not imply endorsement.

Triskeles Foundation does not provide legal, tax or investment advice  All information is intended to be educational in nature. Tax benefits and consequences differ from person to person, and vary depending on the federal or state laws applicable to each person.