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Nonprofit Strategies

We provide services for nonprofits including investment planning or investment managementWe love supporting nonprofits. Whether we're volunteering or preparing your returns, we consider it an honor to support the organizations that make our communities better, including private foundations, faith-based organizations, private schools, associations, and other nonprofit entities. 

If you’re looking for support with Planned Giving, help with establishing your Investment Planning Committee and accounts, or investment management for your endowment, our sister company, Heritage Capital Private Asset Management, can help. 


Feel welcome to ask us a question or request a complimentary consultation.