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Non Profits & Foundations

    Home Non Profits & Foundations

    Advisor-client collaboration is the key to creating a goal-oriented plan for NPOs and Foundations.

     

    LJPR’s services for non profits and foundations go well beyond asset management, 990 preparation and assisting with developing investment and spending policies. Our team distinguishes itself from others by engaging donors through events and mutually-beneficial marketing strategies. We also have a history of giving back to the community and to the organizations in our network. Some of the charitable services we offer to organizations include:

    Endowment asset management

    990 Planning & Preparation

    Investment and spending policy creation

    Fundraising assistance

    If you have any questions or need any additional information on financial planning please give us a call at 248.641.7400 or fill out the below form. Your information will not be sold or shared.

    LJPR Blog

    • 6 April, 2018
      0

      Latest Tax Scam From the Fake Tax Man (4/6/18)

    • 6 March, 2018
      0

      Have We Created a Golem? (3/6/2018)

    • 6 February, 2018
      0

      Our View on the Recent Market Declines (2/6/18)

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    Locations - Troy : 5480 Corporate Drive, Suite 100 - Troy, MI 48098 / Flint : 2387 S. Linden Rd. - Suite 116 - Flint, MI 48532 - Copyright 2016 LJPR Financial Advisors
    • Home
    • About Us
      • About Us
      • Meet Our Team
      • Who we work with
      • LJPR In The Press
      • LJPR Pride
      • Locations
      • Disclosures
        • Our Disclosure
        • Business Continuity Plan
        • Privacy Policy
    • Services
      • Services for Individuals & Families
        • Financial & Retirement Planning
        • Investment Management
        • Tax Planning & Preparation
        • Estate Planning
      • Services for Institutions
        • Non Profits & Foundations
        • Credit Unions
        • Endowment Management
      • Services for Law Enforcement/Firefighters
      • Guns & Hoses (Law Enforcement & Firefighters)
    • Insights
      • Blog
      • From the Lab
      • White Papers
    • Resources
      • Tax Reform 2018
        • Tax Reform for Individuals
        • Tax Reform for Business
        • Group talks about tax reform
      • Financial Literacy
        • Fiduciary Financial Literacy
        • Request a Book
      • Ford Buyout Offer
      • Videos
      • Events
        • Event Calendar
        • LJPR Seminars
      • Calculators
        • Municipal Bond Tax Equivalent Calculator
        • 401(k) Spend It or Save It Calculator
        • 72(t) Calculator: Early Retirement Withdrawals from Retirement Accounts
        • Beneficiary Required Minimum Distribution (RMD)
        • Pension Plan Retirement Options Calculator
        • Required Minimum Distribution (RMD) Calculator
        • Retirement Account Contribution Calculator
        • 1040 Tax Calculator (Tax Year 2017)
        • 457 Payroll Deductions Calculator
        • College Savings Calculator
      • 2018 Outlook
      • E-newsletter Sign Up
    • Contact
      • Send us an email
      • Careers
      • Locations
      • Request a speaker
    • Client Portal
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