You Help People. We Help You.

Providing comprehensive financial management, so you can focus on your mission.

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Your mission and funding needs are defined. Your Investment Policy Statement and portfolio are in place. Now you have to effectively and efficiently administer these funds to make them last into perpetuity, which is nothing short of a full-time job. Let Cerity Partners do it for you.

We have philanthropic administration down to a science, successfully managing the financial needs and challenges of:

  • Foundations
  • Endowments
  • Charitable organizations
  • Educational institutions
  • Religious institutions

Allowing us to handle your organization’s financial management lets you focus your attention where it belongs—on increasing the reach and success of your mission.

Susan Hartley-Moss

Partner

Estate Planning

Trustees: Investment Philosophy and Investment Policy Statements (Part 3)

Part 3 of our 4-part series focuses on why every trust should have a strategic approach to investment management.

Our understanding of the inner workings of an organization means we can create the oversight and plan to ensure proper administration."

Matt Canner, Partner

Susan Hartley-Moss

Partner

Estate Planning

Trustees: Policies and Procedures to Mitigate Risk (Part 4 of 4)

In the final part of her four-part series, Partner Susan Hartley-Moss discusses the importance of establishing formal policies and procedures.

Mission-Driven Financial Management

Think of us as an extension of your administrative team, working behind the scenes to organize and execute the financial tasks necessary to keep your vision thriving for generations to come.

Our advice and support helps you address the many challenges growing nonprofits face, including:

  • Balancing the long-term mission with short-term needs
  • Supporting the fundraising programs you design
  • Planning programs that span multiple budget cycles
  • Aligning usage of funds with your defined programs and mission
  • Providing special reporting that aligns with your goals

You’re focused on progress–not profit. We’re focused on building, growing, and maintaining your financial landscape.

Fund Accounting

The funds your organization raises may be allocated for specific purposes or come with limitations as to how they can be used. For each type of funds you raise, we help ensure the restrictions are accounted for, and reporting requirements are met. We manage your finances at both a micro- and macro-level.

Building Reserves for a Rainy Day

Your goal is to make a positive impact on as many people as you can both today and tomorrow. However, the resources required to fulfill this mission might not match up with fundraising, grants, and other revenue your organization depends on. We take a long-term view and help you build financial reserves to help ensure you’re not in need when the people you help are most in need.

Sound Policies to Sustain Your Future

Any organization is only as strong as its weakest link. Not having clear, written financial policies that are effectively communicated and efficiently enforced can lead to financial troubles down the road. We address potential issues before they become problems, helping you develop policies and procedures regarding the assignment of authority, conflicts of interest, spending approval, and decision-making.

Day-to-Day Financial Administration

Bookkeeping, cash flow analysis, and tax planning are essential for keeping your organization moving forward. We help with all three.

1

Cash Management

You create your annual operating budget and fundraising initiatives. We help you manage your revenue, expenses, and investment income, so your organization functions seamlessly day-to-day, month-to-month, and year-to-year.

2

Bookkeeping

Financial records are a critical component of every organization. They’re also time-consuming to maintain. We monitor your accounts, reconcile transactions, and prepare your financial statements.

3

Tax Compliance for Tax-Exempt Organizations

Nonprofit organizations like yours have specific tax considerations that not all firms can handle. Our in-house tax professionals have a deep understanding of global, federal, and state tax laws. They can help your organization satisfy its tax requirements no matter what city, state, or country you operate in.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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