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Syverson Strege and Company: Wealth Coaching
  Wealth Coaching   Investment Management   Business Succession   Charitable Coaching   Retirement Lifestyle Coaching  
Overview
Our Process
The Benefit
  Our Charitable Coaching helps you:
  • Communicate with your donors
  • Identify and recruit board of director members
  • Determine how well board member skill sets match your organizational needs
  • Connect your organizational goals with your investment objectives
  • Maximize returns on your investment portfolios
  • Organize and develop pre-capital campaign
  • Refine your investment policy statements and cash flow management plans
  • Develop emotionally compelling case statements
  • Reviewing and enhancing donor development plans

CHARITABLE COACHING

The Benefit

 

 

We provide the convenience to enable your donors to utilize their gifts to the fullest extent and continuously give to your charity.  After evaluating your needs and goals, you will receive organizational strategy and an established plan for your financial future.  Move forward with confidence as you discover the clarity and ease of mind provided by our charitable coaching.


Our coaching experts can provide solutions to whatever hurdles stand in your way.  You are our priority.  You will work with coaches who dedicate their time and resources to your needs, as they engage only a limited number of clients.


From the beginning to the end of your experience, you will receive innovative answers directed towards your priorities.  Move into the years ahead with satisfied stakeholders, an enhanced organization and a brighter financial future.