Webinar Overview

There are 1.3 million tax-exempt organizations in the US. These 501(c) organizations can include churches, cultural centers, food banks, and disaster relief organizations. The charitable sector represents an opportunity for you to diversify your revenues and grow your practice while also positively impacting your community and economy. 

In this webinar, we will be discussing the significant and attractive opportunities of working with non-profits and the unique considerations from fiduciary and governance responsibilities, to investment policy statements and spending rules, to providing fundraising support.

If you are unable to attend you can still register and we'll send you the recording once it's available.


Approved for 1 CFP CE credit
Interested in earning CE credit? After the event, attendees will be emailed a survey to fill out to earn credit.

Nicholas Cintineo, CFA, CIPM

Senior Investment Consultant

Aaron Pisani

Vice President/Regional Advisor Consultant

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