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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

Overview

 

 

Looking ahead to your distant goal, you may feel overwhelmed by the daunting task of compiling all the necessary variables needed to meet your goal.  Navigating a nonprofit organization through the torrents of challenges can be an intimidating endeavor - but at Syverson Strege & Company, our Charitable Giving Resource Center is ready to help your organization accomplish its goals and fulfill its dreams.

 

Our team of experts employs proven methods that help you communicate with your donors, take advantage of current tax laws, and strengthen your team.  Ultimately, we aim to give you the answers you seek to achieve your aspirations.