Nonprofit Organizations

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

Impact Capital Strategies can help mobilize Non-Profit Organizations and their boards to align their goals with their investment. ICS can help Non-Profit Organizations create an Investment Policy Statement that outlines how they can manage their assets to fulfill their responsibilities. Once investments are put in place we meet with clients to review, rebalance and adjust allocations as needed to accommodate for changes in the markets or client objectives. If during the planning process we find that the board is in need of additional professional resources we can make referrals to experts within our trusted network. 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