Nonprofits

Financial Advisors for Vermont Nonprofits Since 1992

Gain transparent financial guidance across a range of services to help manage your nonprofit’s finances. Our advisors have decades of in-house investment and board experience partnering with a variety of nonprofits, each with their own unique missions and organizational complexities.

Our core focus areas include:

Portfolio Management

Investing can help nonprofits generate additional income and potentially amplify their impact. However, managing these investments can create complications as there needs to be alignment between an organization's mission and the fiduciary duty of the board, which often delegates to an investment committee.

Our financial advisors help you construct a portfolio that reflects your organization’s mission, values, and risk-return objectives. From social and sustainability considerations to managing liquidity needs, we can help your organization plan investments that align with your purpose.

Cash Flow Management

Nonprofits often struggle to balance short-term financial needs with long-term financial goals. Your donations may be hard to forecast, or your operating costs may fluctuate due to external conditions.

Our financial advisors can help you structure cash flows that balance complex, competing requirements. We help nonprofits create roadmaps to align spending with revenue so you can continue pursuing your mission.

Governance

From managing financial risk to managing investment policy statements (IPS), there are many areas of governance where nonprofits can benefit from financial advisory services.

Our team provides transparency and oversight to support nonprofit governance. We can help communicate with the investment committee and provide board members with guidance on complex financial issues.

Service Coordination

While financial advisors can be valuable for nonprofits, they are generally just one of a team of professionals that help manage your financial and legal challenges. 

Our services are designed to help you reduce the complexity of these arrangements. We coordinate with other professional service providers to help you meet your management and reporting needs.