Specific resources and services to help non-profit companies succeed.

We know non-profits have unique needs and every non-profit is different. We have specific experience in working with non-profit organizations and navigating some of the most challenging aspects of fiscal management and planning for organizations just like yours.

Making the most of opportunities.
We gave the non-profit business a new level of structure and organization to help them invest and we put their best interests first.
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Investment Services – Non-Profits

CFO Services

Oftentimes, non-profit companies are resource-challenged and can benefit from financial guidance and expertise, but they don’t have the right talent on staff. Because of our extensive experience working with non-profit companies, we can offer a financial partnership program that allows us to oversee and manage all of the aspects of financial management, without you having to hire an in-house executive or team. You and your company benefit from the wide range of experience and expertise we bring to the table, and we can help you make the best decisions for your business.

A dedicated team of investment and administrative professionals that work with you to satisfy your fiduciary

Because non-profits have ethical and legal obligations that exceed those of traditional for-profit corporations, a partnership with us gives you the best, clearest understanding of your entire fiduciary outlook, encompassing all three Fiduciary obligations: the duty of care, the duty of loyalty, and the duty of obedience. We help your leading members understand how to interpret and execute these responsibilities during their tenure on your board of directors.

Work with boards to develop, review, or modify Investment Policy Statements (IPS) and implement strategies to meet objectives and spending needs

In addition to the fiduciary responsibilities, non-profits have to consider additional elements such as fundraising and donors and long-range planning. Because our services are holistic, we work with non-profit boards to create deep strategies to implement the most financially beneficial plans for your organization.

Detailed reporting capabilities to board members

Since we create comprehensive plans for our clients, we provide detailed analysis for actionable outcomes. Simply put, we see clearly what needs to be done and can help you explain to your board your overall plan for moving your vision forward.

Bill Paying Services

As we do with our partners, our non-profit clients can benefit from the wide breadth of financial experience we have in a multitude of ways. We can take one simple thing off of your to-do list as a busy non-profit director. Not only will we pay your bills for you but provide ongoing cost-benefit analysis of all of your expenses.