SFI's non-profit management services provide a full range of charitable-planning, investment management, administrative and related support services for non-profit institutions. Financial infrastructure and management protocol is a significant component to developing and growing an endowment. Your donors need assurance that their contributions are protected and will be used for the intended purpose. Financial mismanagement can damage the donor trust and confidence that your institution works so hard to establish.

SFI's non-profit services team assists in establishing, operating and administering new and existing programs. Our services provide your organization with a high degree of flexibility, convenience and efficiency in managing its various funds and financial assets while adhering to its fiduciary responsibilities.