SYM logo

Nonprofits

Charitable Giving Strategies Beyond Cash

How will you support your favorite charity this year? A donation by cash or check is always appreciated, and many people do that every year. According to a survey from LendingTree, more than half of Americans (56 percent) donated an average of $574 [1]. Giving money is great; however, sometimes families look for other options to help the organizations they wish to support. There are several charitable giving strategies that don’t involve money. In this

Read More »

Executive Decisions – Making The Tough Decisions For Your Business with Sharon Mortensen (podcast)

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. She earned a Bachelor’s degree in Communications from Defiance College and a Master’s in Counseling from the University of Texas. Sharon joins me today to discuss

Read More »

Comprehensive Asset Management for Nonprofits (Podcast)

SYM CEO Jerry Yeager, JD, joins principal and senior financial advisor Seth Whicker to discuss the ins and outs of financial planning for nonprofits. From their own experience in the nonprofit world and the unique dynamics of institutional investing, Seth and Jerry offer an inside look at SYM’s services.

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.