Financial guidance for nonprofits

Nonprofit organizations require financial stability, supported by a reliable portfolio and consistent returns, to fund their important missions over the long term. The revenue stream of a nonprofit can be highly variable due to its dependence on charitable gifts and fundraisers.

Woodforest Wealth Strategies can assist by helping nonprofits manage their assets efficiently and maximize their available funds through prudent investment planning and advisory services. Our team can offer guidance at every stage, from developing the Investment Policy Statement to rebalancing the portfolio as dictated by market conditions and each organization’s specific situation.

A reliable portfolio and consistent returns can help fund the organization’s initiatives over the long term. Our advisory team will analyze independent research and investment strategies to develop a portfolio designed to support your needs while mitigating risk.

Our team will work alongside your own to establish, implement and monitor a plan that aligns with your corporate vision and philanthropic endeavors, and provide assistance with asset allocation, investment research, stewardship responsibilities, cash flow planning and risk management.

Services for nonprofits include:

  • Investment policy review and development
  • Asset allocation guidance
  • Ongoing investment manager research and selection
  • Performance reporting
  • Consulting and education
  • Risk management

There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital. Asset allocation and diversification do not ensure a profit or protect against a loss. Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax matters.