Financial Services

Infinite Giving

We are the investment platform for nonprofits. We help you invest reserve funds, create micro-endowments, and receive stock and crypto gifts.

We leverage modern, financial technology to help nonprofits grow their giving and find financial resiliency.

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eCIO

eCIO is a Registered Investment Advisor dedicated to serving nonprofits. Our team of fiduciary advisors partners with nonprofits in North Carolina and nationwide to manage their endowments and other investment assets. Our clients are of all types and sizes, each with different investment needs. Whether starting a new investment fund, replacing a self-managed approach with professional management, or looking to change investment advisors, nonprofits turn to eCIO for our deep understanding of nonprofit investment best practices.

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TowneBank

At TowneBank, we appreciate the difference that non-profit organizations make in the community. Let us assist you in managing your organization’s finances with our Community Partners program, a special collection of services designed just for you. Our Private Bankers are experienced lenders and banking relationship managers ready to provide expertise for your needs.

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Vault Consulting, LLC

Vault is the nation’s leading accounting, human resources, and research firm for nonprofits and associations. We equip organizations of all types with the financial acumen to thrive and the research-based insights to grow.

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Strickland Hardee PLLC

At Strickland Hardee, our nonprofit team offers a personal relationship that few accounting firms can match. Working close with our clients in the not-for-profit sector, we help these organizations find ways to fulfill their missions while maintaining the public’s trust.

We are experienced in providing the following services to the nonprofit organizations:
Financial Audits
Yellowbook Audits
Single Audits
Capital Asset Maintenance
Informational Tax Returns (Form 990)
Internal Control Evaluations
Training Seminars
GAAP Accounting

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Community Services Insurance Program (CSIP)

Community Services Insurance Program (CSIP) is an insurance program that is available to non-profits and social service organizations in North Carolina plus other Southeast states. CSIP provides specialized insurance coverages specifically designed for social services operations while providing meaningful cost savings.

With CSIP, your organization can expect specialized claims and loss control services, premium savings, and most importantly – budget stability.

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Norton Collar Lund Lilley, PLLC

For years, Norton Collar Lund Lilley, PLLC has been providing quality, inclusive financial guidance to not-for-profit entities. Our expertise ranges from tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

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Viola Insurance Services, Inc.

Viola Insurance Services, Inc., founded in 2013, is an independent insurance agency with a passion to serve non-profit organizations. We understand the unique risks that non-profit organizations face and offer a full complement of coverages and programs specifically tailored for all types of non-profits.

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Dean Dorton

Better financial tools mean better stewardship and mission fulfillment. Dean Dorton Allen Ford, PLLC (Dean Dorton), based in Raleigh, NC, is a full-service CPA and technology consulting firm that specializes in implementations and integrations of accounting software solutions for nonprofits. We offer outsourced accounting services along with leading financial management tools- Microsoft 365 Business Central and cloud-based Sage Intacct- that guarantee performance-driving components for your finance teams.

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