Your mission. Our passion.
We believe thriving not-for-profits help create stronger communities. But without solid financial footing, fulfilling your mission can be challenging.
At Prairie Financial Group, we take pride in offering our not-for-profit partners the kind of honest, forward-looking services they need to meet their goals today, and continue to meet them in the future.
Our qualified staff includes attorneys, Certified Public Accountants, Certified Financial Planners®, Accredited Investment Fiduciary Analysts®, and others experienced in working with not-for-profit groups.
As an endowment manager, we offer years of investment expertise, a fiduciary ethos, and planned giving experience. When your organization chooses to partner with us, expect:
- Assistance educating your board and organization on fiduciary standards.
- Honesty and transparency.
- Fee-only service.
- Planned giving advisory services included as part of our endowment management services.
Using our services may also enable your organization to refocus resources on your core mission rather than spending time on duties that are not part of your main area of expertise.
Complete financial services.
Our services cover a range of financial needs for individuals and organizations, from retirement planning and investments, to endowment and planed giving:
Request a proposal, or get more information on our Not-For-Profit Services. Connect with Prairie Financial Group.
Call (262) 522-7400 or Toll-Free (855) 591-2950 or email PrairieFinancialGroup@waukeshabank.com