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Gina: Executive Director at a Local Nonprofit

Gina questions the financial stability of the endowment of her nonprofit organization. The board members are concerned with the high fees associated with its management. Both want someone who can design an investment strategy.

Dowling & Yahnke Wealth Advisors assists nonprofits by analyzing the organization’s existing portfolio and evaluating more cost-efficient ways to preserve the endowment’s growth. Since we create transparent investment strategies and tracking results, Gina and the board can focus on adding to the endowment.

We attend quarterly finance meetings to add perspective and depth and can teach your donors how to be the most tax-efficient when giving to your organization. When people choose to donate stock to Gina’s cause, we ensure the process is seamless – from the receipt of the securities to the liquidation and valuation reporting.