Non-Profit Services

While Beneficent Financial performs traditional asset management, our true passion is helping you make the difference you want to see in the world. We want to support you in using your assets efficiently and with confidence to accomplish what matters most to you. We ensure that your objectives are built into our recommendations and are tailored to your specific circumstances.

Non-Profit Services

• We can manage endowment assets, restricted funds, or working capital using active allocation and rebalancing to help you focus on your mission. 
• Our team understands that you have incredible people who are also committed to your mission. We help you take care of them with retirement plans. Whether it's SIMPLE IRAs, 403b/401k, or Executive Compensation Plans, we can help. 
• We can help advise you, your development team, or your donors with complex gifts and planned giving. To accomplish this, we work with other outside professionals like CPAs and attorneys to recommend plans that save donors' taxes, which make more funds available to support your cause. We can provide education to your Development or Advancement team or directly to your donors. 

We Understand Your Ecosystem

Non-profit organizations have complex and unique financial needs. With the time and effort they already put in for our community, they do not always have the expertise on staff to handle everything involved. We can come alongside you and your other providers to complement their expertise and speak your language.