Customized Employer-Sponsored Retirement Plans for nonprofits
Boost engagement with tailored financial solutions
- Initial discovery/consultation
- Tailored retirement plan design that suits your organization and workforce needs
- Retain top talent with competitive benefits packages, including student loan repayment assistance
- Board financial education: Training board members on financial statements and fiduciary responsibilities
- On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
- Concierge client services and ongoing support to ensure compliance and best practices
- Educational resources to boost employee participation and engagement
- Seamless integration with your existing payroll systems, complemented by close collaboration with your CPA, bookkeeper, supplemental benefits providers, PEOs, and legal advisors
Attract More Support & Amplify Your nonprofit's Mission
Strategic guidance to drive your organization forward
Expert Financial Strategies for Maximum Impact
- Initial discovery/consultation to determine needs
- Endowment fund & private foundation investment management: Advisory on sustainable investment strategies for growing and protecting endowment and foundation funds
- Family philanthropy planning: Help families from your donor base create multi-generational giving plans to instill charitable values and ensure long-term impact.
- Assisting with non-cash donations such as appreciated stocks, properties, etc in collaboration with CPAs and legal professionals
- Planned giving strategies: Assist in creating gifts through wills, trusts, or life insurance policies and managing bequests in successions
- Corporate Social Responsibility (CSR) giving strategies: Advise businesses on charitable giving initiatives to align with their mission and values.
- Socially Responsible Investing (SRI) & mission-based financial strategies: Aligning internal financial decisions with a nonprofit’s mission and long-term vision
- Reserves management: Support in creating and managing reserve funds to ensure long-term financial stability
- Crisis management & financial turnaround services: Guidance for nonprofits facing financial distress
- Capital campaign planning: Financial advisory for large fundraising initiatives
- Nonprofit succession planning: Structuring financial plans to ensure seamless leadership transitions.
- Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
- Concierge client services and unlimited email support
Building a Legacy of Generosity
- Initial discovery/consultation to determine needs
- Family philanthropy planning: Create multi-generational giving plans to instill charitable values and ensure long-term impact.
- Assisting with non-cash donations such as appreciated stocks, properties, etc in collaboration with CPAs and legal professionals
- Planned giving strategies: Assist in creating gifts through wills, trusts, or life insurance policies and managing bequests in successions
- Private foundation investment management: Advisory on sustainable investment strategies for growing and protecting family foundation funds
- Donor advised funds
- Corporate Social Responsibility (CSR) giving strategies: Advise businesses on charitable giving initiatives to align with their mission and values
- Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
- Concierge client services and unlimited email support
Explore benefits of certified financial planning now.
Contact