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shawn@steffensfinancial.com
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Non-Profit Organization Services

Experience With Non-Profit Organizations

Our experience with non-profit organizations includes working with schools, hospitals, municipalities, and public and private not-for-profit organizations.  The services we provide these organizations include managing investment accounts and retirement plans or acting in a consultative capacity utilizing our Accredited Investment Fiduciary (AIF) and Chartered Plan Fiduciary Advisor (CPFA) designations.  These organizations range in size from 5 employees up to approximately 14,000 employees.

Board Experience

We have past and current experience holding multiple Board of Director positions: President, Treasurer, Finance Committee Chair, and Investment Committee Chair.  So, we understand the various procedures, responsibilities, and commitment a Board of Directors Committee has to a successful organization.  

Our Services

Our service agreement will adress the following topics.

Investment Policy Statement  (IPS)

  • We will review the existing IPS and make update recommendations as needed.


  • If there is no IPS established, we will assist the organization in developing and updating the IPS as needed.

Portfolio  Management

  • We will establish, maintain, and update the portfolio based on the Investment Policy Statement guidelines.

 

  • In addition to the typical investment options available, we will explore other investments that can assist in reducing potential portfolio volatility, risk, and downside performance.

Reporting & Monitoring

  • We will provide performance reports monthly and as requested.


  • We will provide portfolio risk analysis as requested.

Investment Committee Meetings

  • We will participate in the investment committee meetings quarterly or as requested.

  • We will provide an agenda and a recap for each investment committee meeting we attend so that your compliance file can be updated and maintained. 

  • The recap will provide the following information.

    - Agenda and summary of the meeting.
    - Follow-up tasks for:
             - Investment Committee Members
             - Steffens & Steffens, LLC
    - Attendee Record

Fees / Compensation

  • Our annual advisory fee is typically 0.25% or lower for Non-Profit Organizations.  
     
  • To help the organization’s cause, we provide a discounted fee for managing the investment assets of a non-profit organization. 

  • The fee is determined by the assets we manage for the organization and the services we provide.

  • Details will be outlined in the Service Agreement.

Are you getting the personal attention you deserve?

The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.

Get In Touch

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

shawn@steffensfinancial.com | 973-786-3696