Non-profit Services
At Dynasty Advisors we understand the challenges most non-profit organizations face today.
From relationships with donors, concerns over organization asset management, fixed expense controls and the ever changing regulatory environment, we are here to help.
Our assistance program takes a relationship-based philanthropic approach to working with non-profit organizations and private foundations in the local communities.
Let us show you creative solutions to help your organization, donors, supporters and program beneficiaries.
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Donors and Supporters
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- Preservation of Assets
- Investment Management and Due Diligence
- Endowment and Trust Planning
- Fixed Expense and Cash Management
- Maximizing Contributions to Charity Recipients
- Sponsorship of Fundraising Events
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- Complementary Legacy Planning
- Donor Appreciation Events
- On-site Donor Education Programs
- Charitable Giving Seminars
- Financial and Retirement Workshops for Employees, Donors and Supporters
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Getting Started
No great achievement ever just "happened". It takes thought, consideration, a plan and action!Regardless of which challenges you are facing, our advisors can help you get started.
Call us today!
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