Add Value to your nonprofit clients
Offering leading financial tools to empower your nonprofits and their employees is invaluable.
Provide the very best professional resources to your nonprofit clients
An active and dedicated board of directors should guide the course of every nonprofit. Our comprehensive board development and training services provide you with the tools you need to strengthen and support board performance. From finding new board members with unique backgrounds to strengthening the bonds between board and staff, our leadership training will set you up for success.
We can also teach board members how to harness their individual talents and skills to better govern your organization. We’re highly skilled at training directors to liaise with the board, making sure that everyone is on the same page and working toward a common goal.
We provide remote strategic planning for nonprofit organizations from Carpinteria, CA, helping your organization develop a roadmap to assess progress toward your mission. We take a mission-driven approach to our work, working alongside both staff and leadership to make sure the course ahead is true to your overall goals.
Nonprofit Professional Insurance Services offers several planned giving programs using the leverage and tax benefits of life insurance.
We’re skilled at helping board members develop a strategic plan that’s highly responsive to rapid changes, which is especially important in today’s dynamic environment. We’re your resource for nonprofit financial planning in Carpinteria, CA, helping you deal with these changes and anticipating potential challenges.
Whether you need to cultivate more donors, use funds in a meaningful way or create appeal campaigns, our team helps you create a framework that reflects a shared board and staff vision of your values and priorities.
Get Started Today
Build Your Team’s Benefits
We’re here to set your organization on the path to success. That starts with fundamental structure and organization that enables you to remain mission-driven.