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:
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.
Our understanding of the inner workings of an organization means we can create the oversight and plan to ensure proper administration.
We share your passion for helping individuals and communities flourish. Many of our advisors and colleagues actively participate on the boards of nonprofit organizations. So when we say we understand the challenges you face—we really do.
Like you, we also openly embrace our role as stewards. It’s a privilege to help you fulfill your organization’s mission.
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 help you address the many challenges growing nonprofits face, including:
You’re focused on progress–not profit. We’re focused on building, growing and maintaining your financial landscape.
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.
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.
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.