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: