Strategic financial planning for non-profit organizations.
Confluence Financial Partners offers tailored support to non-profit organizations, helping ensure that responsibilities and obligations are met with transparency and diligence. We assist in establishing clear frameworks that align investment strategies with the organization’s long-term goals and mission. By working closely with board members and leadership teams, we position assets thoughtfully and strategically, ensuring that investment decisions directly support the organization’s current needs and future aspirations. This approach to financial planning for non-profit organizations allows them to focus more fully on advancing their unique goals and mission.
Services for non-profits.
Investment Management
Investment Committee Guidance
Creation and Maintenance of Investment Policy Statements (IPS)
Coordination with Board Members
Cash Flow Analysis
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Connect with our team of Wealth Managers and Certified Financial Planners to discover how we can help you achieve your financial goals.