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Nonprofit operating organizations are mission-driven. Yet, nonprofit organizations face the same complex economic issues that affect the world around them. And, in many cases, these organizations have to respond to a number of important constituencies, often with very different needs.
EPIC Wealth Advisors, Inc. is committed to helping raise $500,000,000 for non-profits by 2010, and to helping these organizations to make the most effective of all of their resources.
EPIC Wealth Advisors assists nonprofit organizations in a number of areas.
 Strategic Mission and Program Review
Non-profit organizations and their constituencies
- the staff, the directors, the clients, and the funders of each organization
- are driven by a mission. Yet, they must also function in a world of
changing needs and complex economic realities. To ensure that the mission is
most effectively fulfilled at any given time, these organizations need to
review their activities from time. EPIC Wealth Advisors can help in such
reviews by facilitating staff and board discussions of critical issues facing the
organization, and then by designing specific action plans for addressing
those issues.
Board Development
As the mission and circumstances of any non-profit organizations change, so too must the goals and activities of its board. The board may have to take on new tasks, or it may have to relinquish
old ones. It may need to reconsider its roles, its membership, and its responsibilities.
These transitions are complex,and may require expertise and an outside
perspective not available within the Board or the organization. EPIC Wealth
Advisors can offer both the perspective and experience needed to help the Board envision and design a productive role in the organization's future.
Major gift and planned giving consulting
Successful philanthropies are able to generate donations from their boards and other contacts on a consistent basis. EPIC Wealth Advisors can work with you to design programs that can help you help your current donors to make more significant gifts than they had imagined they could, and to identify
other constituents that can be turned into donors. Programs like these can support current operations as well as create or enhance an endowment to support future work. They generate funds for years to come.
Life Insurance Portfolio Evaluation
Non-profits often have life insurance policies that have been gifted and have not been evaluated for appropriateness and performance. We can review those policies and provide you with objective, non-partisan advice about maintaining and optimizing them.
Executive Compensation Analysis and
Consulting
Compensation plans can be complex and quite confusing to establish and maintain. We can analyze existing and proposed executive compensation plans for your compensation committees.
Read about our other Fee-Only Services or contact us for more information.
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