Coastal Financial Advisors

 

Non Profit Services

Coastal Financial Advisors, Inc. can help fiduciaries of non-profit organizations such as foundations and endowments establish and follow a prudent investment and management process that is sound and cost efficient. Disciplined adherence to this process can help reduce the risk and enhance the wealth of portfolios of non-profit organizations and foundations.

Coastal Financial Advisors, Inc. is sensitive to the special needs of trustees of non-profit foundations and endowment assets.  Our experience in retirement distribution planning enables us to help trustees identify ways to enhance the Investment Policy Statement.  We are an independent company that does not sell its own products or have allegiance to any other provider of investment vehicles.  All services are offered on a Fee-Only basis - no commissions, loads, or transaction fees are earned from the purchase or sale of any product. This serves to eliminate conflict of interest issues related to managing your funds.

Additionally, if you wish, we can work with your donors on the best method to manage their charitable interests providing additional benefits to your agency.  Charitable Remainder Trusts (CRATS and CRUTS), Charitable Gift Annuities, and Donor Advised Funds can all be utilized to support your agency or foundation. 

Our endowment management services help non-profit organizations and private foundations to achieve their long term goals by helping preserve capital and increasing principle and income through professional investment management. 

Are your assets being managed efficiently?  Call us to arrange for a professional review.



For more information on Coastal Financial Advisors and the services we provide,
please contact us directly by calling 732-686-2330, or by filling out our online form.

 

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Coastal Financial Advisors, 503 Casino Drive - Farmingdale NJ 07727 - Phone (732) 683-2330

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