Associations face the challenge of promoting their mission while at the same time fulfilling their obligations to their board and the donors who fund their work. They need to focus on their present bottom line and their future legacy.
Winter & Associates can help. We work with associations and non-profits in a variety of ways. We can assess the risk of the current gift portfolio to ensure it remains intact—while providing opportunities to enhance the gift and deepen relationships with donors.
Areas of expertise:
- Analysis of current life insurance and annuity portfolio
- Gifting strategies and techniques
- Exit strategies
Products & Strategies:
- Individual Securities
- Life Insurance
- Real Property