Plutus Financial Group helps non-profits maximize financial resources through strategic planning, prudent investment management, and innovative funding approaches. We understand the unique challenges facing mission-driven organizations and deliver solutions designed to enhance financial stability while allowing you to focus on what truly matters—creating positive change through your mission.
At Plutus Financial Group, we understand that financial success looks different for everyone—individuals, businesses, and non-profits alike. Our tailored approach combines industry expertise with personalized attention and strategies that evolve as your needs change.
Partner with us for financial guidance that helps simplify complex planning decisions so you can focus on what matters most.
We help you create a customized investment policy statement that reflects both your financial objectives and organizational values. This includes defining appropriate risk parameters, incorporating ESG considerations, establishing spending policies, and ensuring regulatory compliance. Our collaborative approach engages board members and key stakeholders to develop guidelines that support your mission while building long-term financial sustainability.
Non-profits have access to specialized retirement vehicles that offer unique advantages. We’ll evaluate whether a 403(b) plan, 457(b) arrangement, or multiple employer plan best serves your organization’s size, budget, and employee needs. Our assessment considers contribution limits, administrative requirements, and compliance obligations to identify solutions that maximize benefits while minimizing operational burden on your staff and resources.
Sustainable endowment management requires balancing current needs with long-term growth. We’ll help you develop appropriate spending policies, typically ranging from 3-5% of assets, based on your organization’s financial requirements and market conditions. Our approach incorporates diversified investment strategies, inflation considerations, and liquidity planning to create predictable funding streams while preserving your endowment’s purchasing power for future mission support.
Sophisticated donors seek both impact and tax efficiency. We’ll equip your development team with knowledge about advanced giving vehicles, including donor-advised funds, charitable remainder trusts, and qualified charitable distributions from IRAs. Understanding these mechanisms allows you to engage meaningfully with prospective donors, demonstrate financial sophistication, and create giving opportunities that align with donors’ philanthropic and tax planning objectives.
Effective non-profit benefits packages balance attractiveness with fiscal responsibility. We’ll analyze sector benchmarks relevant to your organization’s size and mission area to identify essential benefits that drive recruitment and retention. Our approach often includes creative solutions like voluntary benefit options, flexible scheduling arrangements, and retirement plans with modest employer contributions that demonstrate commitment to staff wellbeing while maintaining appropriate stewardship of organizational resources.
Plutus Financial Group does not provide tax, legal, or accounting advice. This material is for informational purposes only and should not be considered financial, tax, or legal advice. Investment and insurance products are not guaranteed and may lose value. Non-profit financial planning strategies should be reviewed with qualified professionals before implementation. Please consult your tax, legal, or financial advisor for guidance specific to your organization.
