Bidart & Ross, Inc. understands that Trustees and Board Members have limited time to review and make very important investment decisions. It is our role to provide the Investment Committees and Boards with timely, accurate and educational material to make informed decisions when a quorum is available.
When staff or board members need timely and accurate investment related materials as part of the fundraising process to confirm its level of due diligence and oversight, Bidart & Ross can help. We have the resources and the expertise to develop print material that can be given to the (existing or potential) donor in learning more about the Foundation and its investment portfolio.
We do not produce generic brochures, fliers and mailers. All material is tailored to speak personally to each client. This way we can ensure that it meets your particular needs. We also produce executive summaries for board members and trustees, which present portfolio activity and performance in successive layers of detail for utmost convenience and clarity.