Through creative financial tools, we can make your organization an attractive place to work, with sustained increases in benefits.

As an employee benefits specialist for nonprofit organizations, we help nonprofits recruit, retain and reward key employees. Our services are designing enhanced benefit plans and retirement plans that will attract top talent and keep key employees from leaving your organization.

Because of the unique structure of tax-exempt organizations, these benefits are provided specifically to organizations like yours.

Offer Retirement Benefits

Look good to your Board of Directors

Help your Boards achieve their goals of employee retention, recruitment and employee morale.

Increase employee morale

Let us show you how.

Getting you closer to your mission is Our Mission

We provide nonprofit consulting on ways to increase executive benefits with proven financial planning techniques

Nonprofit Executive Team

Nonprofits of all sizes need senior leadership in key roles. Let us show you how to attract and retain the best.

Board of Directors

Have an opportunity to show their support by investing in key employees using loans from reserves. Is it better to invest reserve dollars in a CD or a key employee?

Private Schools

Deliver maximum benefits for their Head of School, CFO and Directors of Advancement

Nonprofit Consultants

Our programs give nonprofit consultants the tools to assist their clients with strategies to provide executive benefits and charitable giving concepts to help the organizations to grow

Strategic Planning

Create enhanced benefit programs that will strategically attract and retain the talent you need to grow.

Nonprofit Estate Planning Attorneys & CPAs

Nonprofits have unique needs when it comes to accounting and insurance. Let us how you our important charitable giving programs that will benefit the donor and the nonprofit at the same time.


Why we are different

As dedicated nonprofit employee benefits and retirement specialists, we help
organizations including schools take advantage of their unique structure of tax-
exempt organizations. For instance, a nonprofit organization can provide a split-
dollar arrangement where the non-profit makes a loan to o employee which
comes from reserves and is not a 990 expense. There are other advantages for
both executive compensation plans and retirement planning.

Let us show you how.

Would your board of directors rather invest in a CD or invest in a Key Employee?


As Seen On

From Our Clients

We take our customer feedback seriously. We measure our success by your organization’s success.

It gives our donors a way to leverage their donation by purchasing a life insurance policy that fits their budget and in return gives the school a guaranteed endowment gift that will help secure the school’s future.

Lori Willis

Director of Development, Bishop Garcia Diego High School

“The Legacy Life Giving Program introduces to on-line donors a creative way to leverage a modest gift into a much larger legacy gift by using life insurance. It is a definite win~win for the donor, the non-profit, and the development professional.”

Pat Snyder

CFRE, Non Profit Consultant

Strategic PartershipS

We have developed partnerships with several professional services firms to drive awareness among nonprofit organizations, including the following:


Let’s Find Ways to grow your Nonprofit!

Nonprofit Professional Insurance Services partners with nonprofits to help compensate key employees to maintain leadership in key roles. We also provide various life insurance plans that are important for retirement benefits to individuals and families. Individual insurance planning including long term care and annuities for lifetime income