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NONPROFIT ORGANIZATIONS

Protecting a Good Thing

Maintaining momentum and locking in the future

We understand the hard work and commitment that goes into building a nonprofit organization from the ground up, for example, forming the board, fundraising, scaling in size, and most importantly, the critical mission work. Whether fast growing or financially mature, we understand the importance of maintaining and protecting the positive momentum as an organization grows. We work closely with nonprofit board members and leadership to identify interruptions that could disrupt their organization’s growth and ways to protect against them, specifically pertaining to death, disability, or exit of leadership and top talent.

DO YOU KNOW?

What are you doing to attract, retain, and reward key employees?

Are you familiar with IRC 162 Executive Bonus plans, Deferred Compensation, IRC 457 plans, and collateral split dollar plans?

How do you protect your organization from the untimely exit of a top talent employee?

Is the group benefits offering of Life and Disability insurance sufficient for the needs of top talent?

Do you know why the bank is requiring Life insurance on your loan and what a collateral assignment is?

We can assist you in addressing all your risk protection needs. Ready to get the process started?

CONTACT US