Winklevoss Consultants provides an outsourced solution for all of the back-office services necessary to ensure the smooth set-up, operation, and administration of the DMI Account Program at your nonprofit organization. As developer of this patent-pending program, we license the DMI Account Program to qualifying nonprofits who can utilize our proprietary system to offer their donors an unprecedented level of investment flexibility for their gifted assets.

The DMI Account Program offers turnkey administration, providing a cost-effective alternative to hiring additional administrative staff. Password-protected website access to DMI Account information gives each nonprofit a convenient and central source of information accessible from any web browser. Your organization also retains the ability to customize key risk elements of the Program to suit your organization’s particular risk profile. Fees for the Program are based on a percentage of new assets under management, with rates that decrease as the level of DMI Account assets under management increase. There are no start-up costs or hidden fees associated with the DMI Account Program.

Core administrative services offered for nonprofit organizations include:

• Licensing of DMI Account Program to the nonprofit organization
• Set-up, documentation and implementation of the Program
• Marketing and training support
• Aggregation of individual donor’s DMI Account information from each participating investment manager, and providing consolidating reports
• Monitoring compliance with investment guidelines
• Monitoring advisory fee compliance

Additional services available include:

• Grant-making, administration and disbursement oversight
• Access to sophisticated performance analytics to evaluate investment portfolio

Download Our Brochure : DMI Account for Nonprofits