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Home We Serve Nonprofits

Nonprofits

A SYM Financial Niche

Home We Serve Nonprofits

Managing the strongest resource behind your mission and your people: your fiscal strength.

A single stop for nonprofit investment consulting, SYM is a fiduciary manager dedicated to assisting your executive team and board in making informed decisions. We help organizations to have the impact they seek.

  • Full-service nonprofit investment consulting
  • Broad resources
  • High-touch service model
  • Helping trustees navigate fiduciary roles
  • Time-tested compliance process

Top-Down-Allocation

Informed decisions

Transparent reporting empowers you with the information you need to make your best decisions.

Investment-Committee

A productive partnership

Facilitate the receipt of gifts via donor-advised funds, appreciated stock, and other planned gift strategies.

Tactical Shifts

The greater good

SYM recognizes the impact of investment management on your mission.

Customized Portfolio

Fiduciary best practices

Structured processes address fiduciary liability, improve administrative efficiency, and help to protect trustees.

Family-Meeting

A nonprofit ASKS SYM,

“Do you have the heart of a charitably-focused organization?”

Often times we have a front row seat and get to learn important lessons -and sometimes strategies- from our clients.

A large portion of our client base is charitably-focused, so it’s not uncommon for SYM to recommend that a client set up a donor-advised fund for a number of reasons. Typically such a fund helps them organize their charitable giving and often can provide greater tax benefits than they could get by merely donating directly to their charities of choice.

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But recently, we set up a donor-advised fund for a client and his family is now using it in a way that turned a good idea into a great idea—and one that helps solidify their family legacy.This family deemed that a certain dollar amount per year would go to the family’s charity of choice. The catch: each family member would need to present his or her case for why their chosen charity should receive the funds. So each year, each family member ultimately presents, then they vote and the winner gets the lion’s share of the allocation while the others still receive a nominal amount. It’s awesome working with successful and charitable people and even better when we can learn from their creativity.

Disclosure: The above scenario is for illustrative purposes only and is not intended to depict an actual client or circumstances. This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation (“SYM”). The opinions and assumptions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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