Financial Planning for Non-Profits

Manage your funding. Invest your resources. Achieve your goals.

At TFS Advisors, we understand the unique financial challenges and goals facing nonprofit organizations.

Our dedicated team specializes in developing unique-to-you strategies to optimize your finances, grow your assets, and ensure long-term sustainability for your organization.

What We Do

Running an organization means constantly wearing multiple hats – CEO, CFO, COO – and that’s not even digging into the daily tasks you and your board are tackling.

Focusing on the dollars and cents that add up to move you toward your organizational goals is often a “to do” that falls to the bottom of the list.

As your CFO team, we focus on three core initiatives:

Communication

Education

Collaboration

Our goal is to ensure that you and your board have an active financial partner who:

✓ Organizes and educates your financial committee and board of directors.

✓ Joins committee meetings to ensure transparency and clarity.

✓ Manages your investments.

✓ Offers collaborative financial solutions beyond “checking the boxes” of managing your portfolio.

✓ Creates a strategy to attract additional funding through Qualified Gift Annuities, QCDs, and more.

With our expertise, you can focus on your mission – we’ll navigate the rest.

We help nonprofit organizations, as well as charitable trusts, unlock streamlined, proactive financial planning.

Want to learn more about how we can serve your organization?

Schedule a call today