SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Nonprofits

Podcast graphic for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, titled EMPOWHER: Financial Prowess for Women, featuring commission-free fiduciary host Michelle Hipskind, CFP, and guest Carrie Minnich.

Unlocking the Mystery of Nonprofit Finances: Your Donations’ Impact Uncovered with Carrie Minnich

June 15, 2023

Carrie Minnich is a Partner at DWD CPAs & Advisors and is in-charge of the Nonprofit Services Team. She earned both a Bachelors degree in Financial Accounting (Cum laude) and a Master of Accountancy from Manchester College. Carrie has been with the firm since 2004 and has been a Director since 2017. She specializes in audits, reviews and compilations of financial Statements for nonprofit organizations. Michelle and Carrie discuss various aspects of non-profit organizations. They

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast graphic titled “Executive Decisions: A Podcast for Business Leaders, EP16 Rich Haddad” from SYM Financial Advisors, featuring a stylized upward-pointing arrow representing a commission-free fiduciary approach.

Facing Issues in The Community Head-on with Rich Haddad

April 11, 2023

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation’s operations. With his expertise in financial reporting, he ensures the prudent management of the foundation’s funds and maintains healthy investment relationships. Apart from his professional duties, Rich is actively engaged with local community leaders and organizations to identify the best opportunities for grant-making and community participation that align with K21’s mission.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast graphic for Executive Decisions, featuring guest Holly Miller, an illustration of a rising arrow, and the expertise of SYM Financial Advisors.

Community Leadership in Times of Turmoil with Holly Miller

March 14, 2023

Holly Miller is the CEO of United Way of Midland County in Midland, Michigan. She is an integral part of the community and is in leadership positions for many teams and collaborative groups. Her work with the Rotary Contemporary View Club, Midland Business Alliance, Health and Services Council, and Midland Area Wellbeing Coalition helps improve lives and bring people together. She is a graduate of Lansing Community College at Kendall and Kendall School of Design

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling volunteer lifting a cardboard box labeled “DONATIONS” in a warehouse supported by Commission-Free Fiduciary SYM Financial Advisors.

Charitable Giving Strategies Beyond Cash

May 12, 2022

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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast cover art titled “Executive Decisions: A Podcast for Business Leaders” by SYM Financial Advisors, featuring a stylized upward-pointing arrow and text identifying episode 1 with guest Sharon Mortensen.

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

January 18, 2022

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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Two people tend to a plant growing from a large heart-shaped icon, representing the commission-free fiduciary care of SYM Financial Advisors, with coins and a gift box in the background.

Comprehensive Asset Management for Nonprofits (Podcast)

August 27, 2020

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.

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