How Nonprofits Can Thrive with Bell

3/6/2024 8:00:00 AM

WMD24-82 INSIGHTS How Nonprofits Can Thrive with Bell Feb 2024_998x396

While some financial institutions might occasionally do business with nonprofit organizations, Bell Bank Wealth Management has an entire team dedicated to supporting nonprofits, charities and foundations.

With experience in nonprofit governance, investment management, financial planning, accounting, estate planning and corporate law, Bell Institutional’s nonprofit team works to learn about an organization’s mission and goals in order to serve as an extension of its executive team, board and finance committee.

This is a niche Bell has carved out – it’s what our team does every day – so we understand how investment management and leadership support can help nonprofits further their missions and amplify change in their communities.

Bell Institutional’s nonprofit team can provide a variety of services, including:

  • Developing and maintaining a customized investment policy
  • Investment management
  • Administration of grant distributions, audit compliance and record keeping
  • Cash flow and spending analysis
  • Board education
  • Donor and gifting support

We understand that each client and portfolio is unique, and that’s why our strategic allocations are specifically tailored to each organization’s goals and portfolio objectives. Additionally, we focus on creating durable investment portfolios to navigate the full market cycle.

Our clients range from startups to well-established organizations and include community foundations, local nonprofits, food pantries, religious-based groups and charities focused on everything from education and children to health and wellness. We’re especially adept at consulting with startups on preparing an investment policy statement and helping them get their feet off the ground.

Beyond the knowledge, experience and services we offer, our clients also appreciate Bell’s value of giving back and paying it forward in the communities we serve. In addition to sponsoring a variety of causes at the corporate level, each year Bell provides employees with funds to go out and make a difference where they see fit. Since launching in 2008, Bell’s Pay It Forward program has empowered more than $28 million in employee-driven giving.

Start the conversation today

Bell offers a tiered fee schedule based on assets under management, which usually start around $500,000 to $1 million. Contact us today to see how we can help you with guidance, financial planning and investment options for your charitable organization.

Shannon Gephart

Shannon Gephart, CFP®, CTFA

VP/Wealth & Fiduciary Advisor

701-451-3073 |

This article has been written for the general information of clients and friends of Bell Bank. It is not intended, nor may it be relied upon, as tax or legal advice with respect to any matter. This newsletter also cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service or other taxing authority.

Deposit and loan products are offered through Bell Bank, Member FDIC. Products and services offered through Bell Bank Wealth Management are: Not FDIC insured | No bank guarantee | May lose value | Not a deposit | Not insured by any federal government agency.