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Not-for-Profit Services (NFPS)

The work not-for-profits do is more vital than ever. At the same time, resources are more limited every year. Prairie Financial Group can help not-for-profit organizations make the most of your funds, and establish programs to help build your capacity for the future.

In addition to endowment management, we offer a full line of services to help your organization manage, invest, and grow its funds. Our experts will analyze your situation, and craft a solution customized to your unique needs.

Our services for not-for-profit organizations include:

  • Establishing and supporting a Planned Giving program
  • Portfolio investment management
  • Establishing and administering a Charitable Gift Annuity
  • Fiduciary assessments
  • Act as corporate trustee
  • Assist with special asset acceptance or liquidation
  • Estate settlement assistance
  • Philanthropic advising
  • Grant administration

We strongly believe not-for-profits are a vital part of the communities they serve. We believe it’s our role to help keep them going strong. 



Request a proposal. Connect with Prairie Financial Group. 

Call (262) 522-7400 or Toll-Free (855) 591-2950 or email PrairieFinancialGroup@waukeshabank.com

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