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