Nonprofit Financial Management
Empowering NonProfit Financial Success
At Shepherd Financial Partners, we understand the unique financial challenges and opportunities that nonprofit organizations experience. With a deeply-rooted philanthropic spirit and personal experience starting and managing nonprofits, we bring a profound understanding and specialized insight to help manage your mission-driven goals.
Comprehensive Management Solutions
Shepherd Financial Partners offers comprehensive services tailored to the specific needs of nonprofit organizations. We offer a full range of support including managing endowments, providing investment oversight, facilitating stock donations, and assisting in the establishment of family foundations and nonprofits. Our services also encompass multi-year financial planning, including capital campaigns and strategies for donor attraction. We support organizations in pursuing their financial goals and provide trustee education for effective communication and decision-making.
We leverage our firsthand experience and commitment to philanthropy to deliver insights that align with your mission, providing comprehensive financial advice to help you pursue long-term sustainability and make a lasting impact. At Shepherd, your foundation benefits from our guidance and a genuine dedication to supporting your cause while you focus on making a difference in the world.
Discover how our services can help strengthen your organization’s financial situation.
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Shepherd Financial Partners, LLC, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS
Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.
The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
Past performance is not a guarantee of future results.
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