Tools
Turning Information Into Action: This is where your planning journey begins. From our building blocks intake form to resources that help you organize, reflect, and strategize – each tool is designed to bring clarity and guide confident decisions. As you explore, you’ll start shaping a path toward your goals and open the door to personalized support from our team. We’re here to help turn what matters most into a plan that grows with you.
Building Blocks
Every mission starts with a plan. By sharing a bit about your goals and priorities, you’re giving us the foundation to start building a strategy – one designed in partnership with you, and built to support your mission.
Mission-Aligned Investment Framework
The IndiWealth Five-stage process to align investment decisions with sovereignty, values, and long-term goals. The five stages include: Initial Assessment, Investment Policy Statement, Implementation, Performance and Reporting, and Ongoing Review.
Pathways to Prosperity
Investing 101 for Tribal leadership and finance teams. This report shows the value of investing and the progress ladder to achieve your mission and build your legacy.
Sovereign Capital Access Guide
In order to build and thrive, Tribal offices, foundations, and endowments need access to capital. The report provides innovative financing pathways that are beyond traditional banking.
Tribal Treasury Playbook
The IndiWealth Tribal Treasury Playbook provides a clear, practical framework for tribal treasury management—covering liquidity, governance, and investment oversight in support of sovereignty, fiduciary responsibility, and long-term stewardship.
Native Foundation Stewardship Playbook
The IndiWealth Native Foundation Stewardship Playbook is a practical resource for Native foundation leaders, boards, and finance teams seeking to align endowment strategy with mission and long-term stewardship. It introduces a clear framework for organizing assets around near-term protection, intermediate-term sustainability, and long-term growth—connecting investment policy, spending needs, risk tolerance, and community priorities for today and future generations.
Minors Trust Strategy and Stewardship Guide
The IndiWealth Minors Trust Strategy and Stewardship Guide is a practical resource for Tribal Nations seeking to align minors trust distributions with long-term goals, governance responsibilities, and investment strategy. It helps leaders think through key decisions around distribution models, policy design, communication, and time-horizon-based investing so trust assets can better support beneficiaries, reduce avoidable risks, and strengthen multi-generational stewardship.