How Nonprofits and Foundations Can Thrive with Bell
Shannon Gephart, CFP®, CTFA, VP/Wealth Management Advisor

Shannon Gephart, CFP®, CTFA, VP/Wealth Management Advisor

While other financial institutions might dabble in the nonprofit world, Bell Bank Wealth Management has a team dedicated to supporting nonprofits and foundations.

With experience in nonprofit governance, investment management, financial planning, accounting, estate planning and corporate law, Bell’s nonprofit support team learns about an organization’s mission and goals to better serve as an extension of our client’s executive team, board and finance committee.

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

Bell’s institutional nonprofit support team assists with a variety of services, including:

  • Developing and maintaining a customized investment policy
  • Investment management
  • Administration of grant distributions, audit compliance and record keeping
  • Handling donations such as real estate, unique assets and publicly traded securities
  • Donor and board level education on:
  • Gifting highly appreciated securities 
  • Charitable trusts
  • Charitable gift annuities
  • Donor advised funds
  • Qualified charitable distributions from IRAs
  • Legacy gifting through estate planning

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

Our clients run the gamut 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.

One of the factors our clients appreciate most is 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 gives employees money to go out and make a difference wherever they see fit. Since launching in 2008, Bell’s Pay It Forward program has empowered more than $24 million in employee-driven giving.

Bell offers a tiered fee schedule based on assets under management, which usually start around $500,000 to $1 million. Contact Bell Bank Wealth Management for help with guidance, financial planning and investment options for your charitable organization!

Shannon Gephart, CFP®, CTFA

VP/Wealth Management 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.