We are proud and excited to launch our new Nonprofit Division
We have always appreciated and valued the work of local nonprofits. We already work with a few nonprofits, make corporate donations, and our staff serves on Boards and/or volunteer with local nonprofits. But we decided we could do more—by sharing our skills in investment management. We want to better help the nonprofits who work so hard to improve our world. Pam Baumbach, CFP® is Director of the Nonprofit Division and Carol Boncelet is the Manager of the Nonprofit Division
The Nonprofit Division was specifically created for small to medium-sized nonprofits, private schools, religious organizations, and other public charities. We offer discounted pricing - because we believe in the power of nonprofits to create positive change. We are fiduciaries and Fee-Only. Our business is about relationships, not transactions.
Your money should be working hard for you
Does your organization have money sitting in CDs?
Is your Finance Committee stressed about managing money?
Are you worried that volunteers have control of your accounts?
Does your organization have an Endowment Fund?
Do you have between $30,000 and $3,000,000 that could be working harder for you?
Contact us for a free introductory meeting.
Let Mallard Financial Partners
Provide professional management of your investment funds, customized to your needs
Provide the opportunity to participate in multiple investment pools.
Invest in stock funds and bond funds, while considering your risk tolerance and cash needs. We will not invest in individual securities.
Manage your Endowment Fund (if desired).
Ease the workload of your Finance and Investment Committees and provide continuity of investment philosophy for your investments.
Help reduce the possibility of volunteer-based fraud.
Evaluate your portfolio regularly and re-balance your portfolio quarterly.
Provide quarterly reports, showing the performance of the funds in your portfolio compared to relevant benchmarks.
Make regular presentations to your Board or Finance Committee (if desired).
Provide information to your supporters about donating appreciated stock, donating their Required Minimum Distributions (RMDs), and leaving legacy gifts (if desired).
Our dedicated client support team is available to answer any of your questions.
Take the next steps
Our team will come to you, listen to your needs, and then craft a customized proposal
We can talk to your Executive Director, Finance Committee, or Board of Directors
Contact Pam at 302-737-4546 or email@example.com
Let us focus on your money, while you focus on your mission
We are a proud member of DANA, the Delaware Alliance for Nonprofit Advancement.