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Non-Profit Organizations

Effectively Save for Your Future

As an employee of a non-profit organization, you have a passion for helping and serving others. What drives you to work in this field is a passion for the work and the desire to use your skills to make the world and your community better. But you also need to take care of your future. We can help with that. Let our team of experts help you make the most of your investment and retirement plans so you can continue to do the work you love while also working toward your financial goals.

Non-Profit Organization Consulting Services

Retirement Plan Benefits and Distribution

Retirement Plan Benefits and Distribution

Our team is well versed in helping you and your organization make the most of your retirement plan benefits. As part of your compensation from your non-profit organization, you may have been introduced to a 403(b) plan. This is a retirement plan that is available to employees of non-profit institutions that allows you to contribute your pre-tax dollars to the organization’s pool that is then invested in various investment vehicles. 

Whether your organization already has a 403(b) already set up or your leadership team is looking to set one up for all employees, our team of experts is ready to help. Get advice from our financial consultants to:

  1. Assist you in establishing a 403(b) Plan Employee Benefit Program; or
  2. Ensure you’re participating in your organization’s already established 403(b) plan and you’re maximizing your investment diversity, minimizing risks, and providing you with objective and reliable financial advice.

Schedule a consultation to find out more about getting the most from your organization’s employee retirement plan benefit program. 

Maximizing Charitable Plan Giving

Maximizing Charitable Plan Giving

Along with helping employees of non-profits make the most of their retirement plan options, our team specializes in assisting your organization’s financial executives with effectively overseeing the Charitable Plan Giving assets they monitor. 

We provide solutions that allows your organization to:

  1. Improve record keeping and administrative services at a reduced cost. 
  2. Gain access to money management alternatives that may improve return potential and are designed to lower risk as well as lower fees. 
  3. Receive advice on asset allocation strategies to meet varying trust payout requirements. 
  4. Implement a Charitable Plan Giving Program. 

If your non-profit organization is interested in a free Charitable Plan Giving Efficiency Analysis, schedule a consultation. Or to read our recently published investment article in the Washington Business Journal, contact us. 

“It is hard to fail, but it is worse to never have tried to succeed.” -Theodore Roosevelt