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| Organization | Description | Keywords |
|---|---|---|
| U.S. Bank Private Wealth Management |
Since 1991, the Charitable Services Group at U.S. Bank has provided expert management and administration for public charities and nonprofit organizations to help ensure every dollar counts. Focus your time and energy on the broader goals of your mission by letting us provide you with the services you need to structure, manage and operate your organization. **Endowment Services - Investment portfolio management with a dedicated portfolio manager, endowment accounting and financial reporting, disbursements and grant-making services. |
Endowment funds, Planned giving, Investment management |
| 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: |
Audit |
| PAK ACCOUNTING |
Our mission at PAK Accounting is to empower small businesses and non-profits, fostering their growth and success through a comprehensive suite of financial, managerial, and strategic expertise. With over 20 years of industry experience, we established ourselves in 2013 as a dedicated provider of bookkeeping, accounting, and tax services. Specializing in supporting small businesses and non-profits, PAK Accounting is committed to driving profitability and success. We believe in actively promoting the growth of non-profits by addressing challenges, attentively listening to our clients' needs, and managing our firm with unwavering ethics and professionalism. We invite you to schedule a meeting with us at any time www.calendly.com/pakaccounting to explore how PAK Accounting can contribute to the success and financial well-being of your organization. Our Non-Profit services include, but are not limited to:
At PAK Accounting, we are dedicated to providing tailored solutions to propel your organization's financial health and strategic goals. |
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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. Through research and sound analysis, we encourage open communication to reach an understanding of the needs of the nonprofit entities we serve. Our firm is dedicated to meeting the goals of your nonprofit with high standards of excellence and professionalism. In addition to our work with local not-for-profits in a professional capacity, our firm’s leadership team is strongly committed to serving our community individually. All of our partners have volunteered their time and expertise as board members or advisory board members to various not-for-profit organizations in the Triangle area. We have been a staple of Raleigh’s nonprofit community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around Raleigh. We believe this to be a direct derivative of our talent and responsiveness to our client base. Our Services: Address: |
Accounting, Audit, 990 |
| Jim Curis Benefits |
We manage your benefits so you can manage your nonprofit. At Jim Curis Benefits we specialize in helping the nonprofit that need guidance and expertise in implementing group insurance benefits like medical, dental , vision, disability and other options. We service your plans year-round saving you time, supporting your growth, and assuring prompt and proactive support that your company will value. |
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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. Our clients come from all nonprofit sectors and we recognize the important differences each organization faces in its funding sources and operating needs. That’s why each organization deserves a customized investment program to meet these unique needs. Partner with a dedicated nonprofit investment advisor that has helped nonprofits like yours. |
Investment, Endowment funds, Financial Consultant |
| 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. The team at Dean Dorton is comprised of technology consultants with experience as accountants, controllers, and information systems experts. We strive to provide nonprofit organizations with the most client-centric, integrated solutions that allow them to focus more on their core mission and less on their software. Dean Dorton is committed to helping nonprofits pinpoint their financial concerns, establish their overall accounting needs, and move forward with the right solution that will allow their organization to scale as it grows. Over 100 clients across the United States, Canada, and Australia have turned to Dean Dorton's services and products. For more information on Dean Dorton's nonprofit accounting technology or outsourced accounting services, visit https://deandorton.com/ |
Accounting software, CPA, nonprofit technology |
| Bryant & Brannock |
Bryant & Brannock is an independent Registered Investment Advisory firm located in Durham, NC. We offer investment advice, portfolio and endowment management, fee-based financial planning, and retirement plan support services. We take great pride in the personal relationships that we develop with our clients and take our fiduciary commitment very seriously. We place our client’s needs ahead of our own, making your priorities and goals our own. We work closely with non-profit, small business and corporate clients regarding their needs by assisting and advising decision-makers to assess, shape, and maintain the portfolio, 401(k) or 403(b) plan that meets their needs. From design to implementation to maintenance and employee education, we bring the same level of individualized attention to our clients, large or small. We can help you with: • Portfolio construction Let’s get started with a no-cost evaluation. Call us at 919-493-4614 for details. |
Financial advisor, Endowment Management, Retirement Plan Specialist |
| Beacon Pointe Advisors |
Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to institutions. Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach. Clients are served by a team of local investment professionals who employ their industry experience, community involvement and expertise to enhance the overall service experience. |
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| AKG Business Solutions |
AKG Business Solutions is a company that provides a tailored approach to non-profit organizations’ financial needs. AKG serves as an extension of your staff, providing you with a team of expert consultants eager to meet the unique needs of your organization. AKG is dedicated to helping non-profit organizations achieve their missions through a comprehensive suite of services, such as: - Accounting |
Accounting and Bookkeeping, fractional CFO, Financial reporting |