Broker Check

Non-Profit Organizations

We Help You Help Others

We Help You Help Others

You do yeoman's work to help others. Now though, maybe you're the one who needs help with making the very most of every penny that comes in the door.

Envoy can help your 501(c)3 maximize the contributions that your donors provide you by offering low and no-cost investment options special to non-profit investors that can potentially provide growth and longevity to your received donations.

Another item to discuss is how to use life insurance (yeah, you heard us right) to take large donations and turn them into long-term endowments that your benefactors can receive for years.

Finally, not only will we assist you in holding and investing your assets, but we can also help you easily and safely spend them, too. With some of our investment accounts, you have the ability to add check-writing and even debit card capabilities, giving you the modern flexibility you need to run your organization.

When your non-profit organization is maximizing its assets, it can maximize the footprint that it has in our community and the world. 

Let us be your Envoy to extending well-being and charity to all of those you seek to help.

Take Advantage Of Low/No Cost

Take Advantage Of Low/No Cost

We have access to a large menu of low and no-cost investments that will seek to help you grow and preserve your assets, showing donors how serious you are to make their dollar last.

Learn more
Cash That Works As Hard As You

Cash That Works As Hard As You

Many non-profit organizations hold cash instead of investing, for fear of market volatility. We have solutions that will make your cash work harder for you, while respecting the fact that you cannot afford a catastrophe.

Learn more
Endowments Done Right

Endowments Done Right

When you receive large donations, the immediate urge is to spend it, of course. By using that gift to purchase certain products, you can enact strategies that turn it into the gift that keeps on giving.

Learn more

Have a Question? Just ask! We'll personally respond ASAP.

Thank you!
Oops!