MISSIONTo assist individuals and nonprofit organizations in preserving and building a strong financial foundation for a better community. Financial Management Services for Nonprofit EXPERIENCE Organizations Almost a decade of experience in both the financial services industry and nonprofit sector, including experience as a personal financial planner specializing in charitable giving, and working directly in small and large nonprofit organizations. Nonprofit work included executive administration, fundraising, public Crystal L. Thies, M.P.A. 1660 West 2nd Street, Suite 850 Helpingrelations, volunteer management, Cleveland, OH 44113 make your (216) 592-7355 and program development. email@example.com financial Master’s of Public Administration Crystal L. Thies is a registered representative of and offers building degree with a specialization in securities, investment advisory and financial planning services through MML Investors Services, Inc. Member SIPC. Insurance blocks Nonprofit Management. offered through Massachusetts Mutual Life Insurance Company and other fine companies. Supervisory Office: 1660 West 2nd work St., Suite 850 Cleveland, OH 44113 216.621.5680 together CRN201010-111882
SERVICES & PRODUCTS COMPETITIVE ADVANTAGES DISCOUNTS Review of cash reserve needs and Personal commitment to strengthening Portfolio management rates are comparable options to market rates and vary based on size of nonprofit organizations. portfolio and management services utilized. Review of current investments: risk‐ return, expense, & asset allocation Nonprofit organizations may qualify for a discount on a case‐by‐case basis. analyses Review and analysis of organization’s Creation/revision of Investment Policy current financial situation provided for Brokerage Services: Sale of assets to be no direct fee. reinvested may qualify for reduced and/or Managed Portfolios for investable assets commission free trading fees. and endowment funds Charitable Giving Seminars: educational Portfolio management starting at Employees, donors, and volunteers may seminar presentations to donors and $50,000. qualify for a 25% discount of personal Board on advanced charitable giving financial planning services. methods Brokerage services for donated stock Full brokerage services and ability to directly place and service approximately Return on Investment Analysis (ROI) of 70 mutual fund families. current fundraising activities AFFILIATIONS & Review of employee benefits – retirement MEMBERSHIPS: and health, life, and disability insurances Resource for planned giving and major Group and individual employee 403(b) gift implementation and education. retirement plans Discounted Employee/Volunteer/Donor Existing alliances with attorneys and Financial Plan Program including educational seminars accountants skilled in the areas of charitable giving and nonprofit Client Seminars: 1 educational seminar management per year to clients on basic financial management techniques Free life insurance program offered by Graduate education and direct Massachusetts Mutual Life Insurance experience working in small and large Company (MassMutual) called nonprofit organizations. LifeBridgeSM.* * To be eligible under the LifeBridge program, applicants must meet certain criteria.