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 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?
NON PROFIT PROFESSIONAL SERVICES
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.”
“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.”
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