charity financial planning

Non Profit Financial Advisor

Kurt and his team are uniquely qualified to assist churches, charities, foundations and other not-for-profits with their money management and cash flow planning needs. Our services for not-for-profit organizations include the following:

Often board members overseeing a not-for-profit organization have never managed money for a third party before. We offer education to help board members understand proper governance regarding not-for-profit money management.

Our services for fiduciaries include:

  • The responsibility of a fiduciary
  • Setting risk and understanding it
  • Typical fees to expect
  • Investment product choices with pros and cons
  • Understanding reporting and more

We will assist the board members of a not-for-profit organization to build a professional investment program following our time-tested six step investing process.

These steps will include defining investment portfolio goals, setting risks, creating a strategic asset allocation, creating an Investment Policy Statement, selecting investment products, understanding fees, establishing rebalancing parameters and setting communication standards.

An investment policy statement (IPS) is a document that outlines how the not-for-profit should invest its money. It forms the guidance standards for the investment plan and sets parameters for products, strategies and fees.

We will work with the not-for-profit organization to develop a customized IPS suited to their evolving money management needs.

Our services include regular reporting to the board or committees of the not-for-profit organization on results of investment performance vs goals and benchmarks after fees.

We will also attend the Annual General Meetings as desired and answer questions if asked.

Scroll to Top