Managing Your Organizational Development
Holistic Wealth Consulting
Qualifying foundations and non-profit organizations will gain access to Next Generation Wealth Planning's highly skilled Impact Consulting Team who can help you enhance your organization's ongoing development needs in several core areas of support.
Our Impact Consulting Team simultaneously focuses on both a sound investment plan AND a sound development plan.
To begin utilizing our pro-bono services (a portion, or all of which may be provided to you free of charge)
Click Here, answer a few short questions, and we can make an impact together.
Click Here, answer a few short questions, and we can make an impact together.
For Private Family and Corporate Foundations
- Social Impact investing
- Governance Succession Planning
- Personal and Leadership cultivation and training
- Family and Corporate Purpose, Mission, Vision creation
- Team building
- Teenager and young adult development
- Transformational Family and Corporate philanthropy programming
- Leveraging your story and narrative assets
- Personal coaching
- Strategic Grantmaking
For 501c3 Charitable Organizations
- Grant Proposal Writing and Grant-maker Research
- Fundraising Strategic Advice
- Capital Campaigns
- Major Gift and Training Programs
- Feasibility Studies
- Strategic Planning
- Prospect Research
- Liaison to Donor's Advisors
- Fiduciary Board Training
- Accounting Systems
- Internal Financial Controls
- Financial Procedure Manual
- Planned Giving
- Marketing
At Next Generation Wealth Planning, the added value we provide for your Private Family Foundation, Corporate Foundation, 501c3 Nonprofit organization, or Donor Advised Fund is vastly different than what you may be accustomed to receiving from a traditional wealth management firm.
We understand that in terms of driving a rate of return, Nonprofit organizations are unique.
Where individual investors, families and business owners look to drive a rate of return through a sound investment plan, Nonprofit organizations can drive a rate of return two ways;
A sound investment plan AND a sound development plan
Does your current investment advisor understand this and if so, are they providing you with this added value?
What sets us apart from other advisors is that we can support you in both of these areas and thus, we can drive a rate of return through both doors rather than just through one door.
Our Impact Consulting Team simultaneously focuses on both a sound investment plan AND a sound development plan.
Want to learn more? Click Here, answer a few short questions, and we can make an impact together.