Charitable Foundation & Nonprofit Support
Investment and fiduciary services built to support the long-term success of Oklahoma’s nonprofits and foundations.
Customized portfolios designed to meet your mission’s goals. Our disciplined investment approach balances growth, income, and stability so your charitable assets can make a lasting impact.
As a corporate fiduciary, we act solely in your organization’s best interest. Our experienced team manages the details (e.g., administration, compliance, and reporting) so your board can focus on strategy and service.
We help boards and donors make informed, values-aligned decisions. From drafting investment policy statements to advising on donor gifts and stewardship, we provide clarity and confidence in every step.
We meet with you on your timeline. Regular portfolio reviews and performance updates ensure your organization remains informed and in control.
Every report is clear, complete, and tailored to your needs. You’ll always have visibility into your foundation’s assets, grants, and distributions.
We coordinate with your legal and accounting advisors to manage charitable gifts and bequests, preserving donor intent and strengthening your organization’s long-term impact.
From community nonprofits to family foundations, we work alongside organizations that are making Oklahoma stronger. Together, we help transform generosity into measurable, lasting impact.
Every organization is unique. We design investment and administrative solutions aligned with your goals, governance, and values.
With deep Oklahoma roots, our advisors understand the communities you serve and the challenges you face.
As an independent fiduciary, we always act in your organization’s best interest so you can focus on advancing your mission.
TCO’s services go beyond investment management. We advise, collaborate, and advocate for our clients and their missions. Our services include:
Guidance for boards on fiduciary duties, investment policies, and administrative best practices.
We help your organization stay aligned with state and federal requirements while maintaining full transparency.
Our professionals help structure giving programs that align with your mission, values, and long-term sustainability.
Our Responsive Grant Program supports Oklahoma-based nonprofits working to improve quality of life across the state. Learn how to apply, review eligibility guidelines, and access our application portal.
Read the latest insights on investments, financial strategy, charitable giving, and more.
Your organization’s mission deserves lasting strength. We’ll help you build a financial foundation that supports your goals today and sustains them for generations to come.