Mallard's Nonprofit Division

Let us focus on your money, while you focus on your mission.

The Nonprofit Team

Pam(left) and Carol(right) are here to answer your questions and provide your Nonprofit with professional investment management.

Your money should be working hard for you

  • Does your organization have money sitting in CDs, money markets, or the bank?
  • Is your Finance Committee comfortable managing money? Would they benefit from professional money management?
  • Do you have proper oversight of your accounts?
  • Does your organization have Restricted or Endowment Funds?
  • Can your money work harder for you?

Contact us for a free introductory meeting.

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.

Let Mallard Financial Partners:

Fees Matter

We offer discounted pricing for nonprofits, because we believe in the positive power of nonprofits. Our management advisory fees are calculated as a percentage of the portfolio’s value, charged quarterly. The annual fee will be 0.50% to 0.60% depending on the complexity of the portfolio. This is subject to a $50 quarterly minimum charge. For example, for a basic $50,000 investment portfolio, the annual fee will be $250.

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 pam@mallardfinancial.com Or Contact our Office at 302-737-4546

We are a proud member of DANA, the Delaware Alliance for Nonprofit Advancement.