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Non-Profit


AHF has the experience and solutions to help nonprofits in multiple ways. The AHF nonprofit team brings many years’ of experience managing endowment assets, sitting on Foundation Boards and raising funds for nonprofits. They have experience from incepting nonprofits to working with multimillion-dollar endowments. This experience across both nonprofit size and multiple roles within the Economics and Finance (E&F) space is brought to bear for all our nonprofit clients.

Helping to enhance governance and maximize the performance of endowment assets.

  • Helping the board draft the Investment Policy Statement (IPS). This document lays out the objectives of the nonprofit concerning investment objectives, risk parameters, asset classes and any asset class or security restrictions (i.e. no tobacco companies), cash-flow requirements, if above minimum required levels.
  • Building the asset allocation model (AA) that fits cash flows & risk tolerances
  • Selecting the vehicles suited to deliver the investment & cash flows required
  • Ongoing performance monitoring and re-balancing of assets to increase performance and make any necessary changes to investment options.

Working with Foundations in Asset Raising Effort

  • We bring multiple years’ experience in designing and implementing capital campaigns to assist the executive directors and staff in rethinking fund-raising strategies
  • We work with our clients in maximizing the gifts donors are willing to contribute.
  • We create and manage Charitable Remainder Trusts (CRT), Community Land Trusts (CLT) and work with donors on the most efficient methodology in their gift-giving.

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Our Locations

Pensacola, Florida
Lafayette, Louisiana
Palm Bay, Florida
Tallahassee, Florida
Texarkana, Texas
Birmingham, Alabama
Fort Walton Beach, Florida

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*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC.

American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.

American Heritage Financial, LLC is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

Guarantees are subject to the claims paying ability of the issuing insurance company.

American Heritage Financial, LLC is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency.

All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary.

The use of asset allocation or diversification does not assure a profit or guarantee against a loss.

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