Providing Financial Clarity
To Your Organization
Not-for-profit organizations make a powerful impact on our communities and society in general. Supporting these organizations has always been profoundly important to us personally and professionally, which is why we have been dedicated to providing financial guidance to not-for-profits for the past two decades.
Remain Mission-Oriented By Delegating Your Finances
By collaborating with us, you can focus on the purpose of your work. As your financial advocates, Jon and the North River Financial Team will align your investing and spending policies with your mission.
Understanding Your Organization’s Unique Needs
Given our experience working with not-for-profits, we are poised to cater to the unique needs and challenges you face. Whether you are looking to grow your endowment, protect your organization’s assets or implement fiduciary risk controls, we are here to understand what you are looking for and provide custom assistance.
Our 360° integration approach translates seamlessly to the services we offer to our not-for-profit clients, which include the following:
Investment and risk management
Evaluating and creating an appropriate spending policy
Cash flow management analysis
Financial planning services offered to Board Members
Staying updated on ever-changing guidelines and laws regarding the not-for-profit sector
Delivering portfolio reviews and market commentary to boards
Implementing fiduciary risk controls (i.e. creating and adhering to an investment policy statement)
Surrounding organizations with our network of professionals to help with needs in other areas such as legal, accounting, marketing, and insurance
Interested in Working Together?
