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
- On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
- Concierge client services and ongoing support
- Educational resources to boost engagement
- Seamless integration with your existing payroll systems, complemented by close collaboration with your CPA, bookkeeper, and legal advisors
Amplify Your nonprofit's Mission
Let’s make managing your nonprofit’s finances easier with strategic guidance to drive your organization forward.
Expert Financial Strategies for Maximum Impact
From cash flow to investments to complex gifts, we bring smart technology and trusted guidance to simplify it all. With ongoing fiduciary care, we help protect your time and resources—so you can focus on doing what you do best: creating impact. Here's what's included when you work with us:
- Complimentary initial discovery/consultation to determine needs
- Investment management: Financial and Investment Advisory for growing and protecting non profit, endowment or foundation funds
- Assisting with non-cash donations
- Planned giving strategies: Assistance in creating gifts through wills, trusts, or life insurance policies and managing bequests in successions
- 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
- Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
- Concierge client services and unlimited email support
- Simple Onboarding: Fully digital, 30 minute application. We have your account open in just 3 business days.
- Affordable Pricing: Straightforward monthly pricing and 0% transaction fees on stock gifts.
What is the cost of doing business?
Fixed Income Only Portfolios
Invested Assets | Management Expense |
| $0-$500,000 | .65% |
| $500,001-$2,000,000 | .50% |
| $2,000,001 and above | .35% |
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.
- 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: 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.
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