Nonprofit Organizations

Leverage your organization's resources with a strategic investment plan.

Impact Capital Strategies collaborates with non-profit organizations and their boards to align their mission with their investments. We help non-profit organizations create an Investment Policy Statement that outlines strategies to fulfill their responsibilities through effective asset management. When working hand in hand to secure a non-profit organization's financial future, we take great pride in developing deep and long-term relationships along the way.

  • Asset Allocation Strategies
  • Investment Policy Statement
  • Cash Management
  • Retirement Plans
  • 401K
  • 403B
  • Simple IRAs
  • SEP IRAs
  • 457b
  • Risk Management
  • Board Meeting Presentations