Foundations, Corporations, & Institutions
Amplify Impact with Strategic Solutions for Foundations, Corporations, & Institutions
Grounded in our core value of philanthropy, which connects us with our clients, their families, and our staff, we specialize in providing comprehensive support for nonprofits and foundations. This includes endowment management, investment services, and assistance with capital campaigns, ensuring sustained support for your organization’s mission. For corporations seeking retirement plan services, we provide guidance on governance best practices and design tax-efficient retirement plans, such as profit-sharing plans, ESOPs, and cash balance defined benefit plans. Our approach considers the benefits for business owners, organizations, and plan participants alike.
Our founder, Mark Shepherd, co-founded and dedicated 18 years to Gulf Coast Volunteers for the Long Haul, which culminated in the successful achievement of its mission to build homes after Hurricane Katrina. Mark is a cofounder of Mt. Washington Valley Adaptive Sports (formerly AbilityPLUS) and continues to participate in its operations today. These efforts, coupled with our team’s extensive experience working alongside nonprofits and foundations, have allowed us to assist with offering impactful strategic solutions including:
Discover how you can amplify your impact with our strategic solutions.
Office Location
1004 Main Street
Winchester, MA 01890
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Phone: +1 (781) 756-1804
Fax: +1 (781) 729-4356
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Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
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.
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