What milestones lie ahead for your nonprofit organization? We’re here to not only help you identify them, but also to help you plan to effectively pursue them. We understand the numerous challenges you face in carrying out the mission of your organization – from fundraising to effectively marketing and promoting awareness of the causes you champion. For directors and board members, budgets and long-term financial planning are nearly always perennial concerns.

As civic-minded members of our community, we are proud of our experience in assisting nonprofit and charitable foundations with customized investment advice and strategic long-term planning. Our team is able to work closely with your organization’s other professional advisors – such as trustees, attorneys and CPAs – and, as appropriate, provide referrals to help strengthen your foundation’s advisory team.