RECRUIT, RETAIN AND REWARD YOUR TEAM

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 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 to the organizations so expenses are off balance sheets.

Offer Tax-Free Retirement Benefits

Let us show you how.

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.

RECRUIT, RETAIN and REWARD Board Members

Why we are different

As dedicated nonprofit employee benefits specialists we help organizations provide executive benefits packages taking advantage of the unique structure of tax-exempt organizations. As a result of the tax-exempt structure, we can use interest-free loans from reserves to greatly enhance tax-free retirement benefits to key employees. Since these are loans from reserves it is not an expense on the 990. The loans are indicated on the 990 Section L as information.

Since it is a loan the employee repays the organization at a future time your organization will receive the loan repayment so the organization will only have lost the opportunity cost of investing in a CD instead of investing in a key employee.

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

Strategic PartershipS

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

society-of-financial-service-professionals
charitable-gift-planners

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

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