A focused vision, a plan for managing funds and an informed and educated board of directors and finance committee are key factors in developing and maintaining a strong, sustainable organization.
You balance many challenges. Your financial advisor should serve as an advocate to your organization, offering the skills and resources that give you confidence in your financial planning and investment decisions which allows you to dedicate yourself to your mission.
When we say our staff understands your challenges, we mean it. Every person who serves a nonprofit is crucial to its success. There is no room for inefficiency. That is why we take our role as a fiduciary partner so very seriously.
We strongly believe that a healthy nonprofit sector is vital to a better community. When we come together to support nonprofit causes, we all reap the benefits of social good. For this reason, we offer a 25 percent discount from our traditional fee schedule to nonprofit organizations.