FINANCIAL SERVICE SOLUTIONS FOR NON-PROFITS

  • NON-PROFITS, CONGREGATIONS & ORGANIZATIONS – LEGACY & SUSTAINABILITY
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One common denominator for nearly all (dare we venture to say ALL) non-profits are challenged with funding, generating revenue and increasing donations.

All organizations require a diverse set of funding sources, be it a bunch of smaller sources or a lesser number of large funding sources. Those funding sources also come with a variety of needs, to satisfy your mission for short-term and long-term needs.

We help non-profits, congregations and organizations realize new streams of revenue and also create unique ways to capture a growing source of charitable donations.

GENERATING REVENUE AND DEVELOPING CHARITABLE DONATIONS

Revenue – As previously mentioned, we provide unique and creative strategies and tactics to help you fund your mission. We have both conventional and out-of-the-box means of helping you with revenue generation, including;

– Grant Research

– Seminars/Workshops

– Event Planning

– Referral and Affiliate Fees

Charitable Donations – Our specialty, we CAN and WILL help you with;

– Trusts

– Endowments

– Legacy Planning

– Financial Services (Beneficiaries, Planning, Engineering, etc.)

NON-PROFIT AND CONGREGATION ASSET PROTECTION

Just like any business or organization, non-profits and congregations must deal with risk of loss. Risk of loss comes in the many shapes, some of those that we can help you protect include;

– Risk against material loss (i.e. property damage)

– Risk of losing key leadership or key employees

– Risk associated with financial stability

We can help you thoroughly understand and mitigate these risks with powerful strategies and tactics.

COMPLIANCE PEACE-OF-MIND

We work hand-in-hand with non-profits by ensuring that all solutions are 100% compliant with laws, regulations, ethics and morals. We are aligned, partnered, and licensed with ONLY the top partners in our industry. Our solutions team will ensure that your strategy is completely aligned with your mission.

DOWNLOAD YOUR NON-PROFIT ASSET PROTECTION & LEGACY WEALTH SOLUTIONS GUIDE

Click or tap the button below to download our non-profit Asset Protection & Legacy Wealth Solutions Guide [eBook] to learn how we can help you protect your organization’s assets and legacy.

 

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