Bring all of your financial questions; Do you have a plan for large gifts? Are you able to accept stocks? Art? and other items? Should you have multiple accounts? Retirements plan options for small one-person nonprofits to large nonprofits. And so much more.
Ryan J. Ward, CFP®
First Vice President, Financial Advisor
Portfolio Management Director
Ross O’Connor, CFP®, CPWA®
Senior Vice President, Financial Advisor
Timothy Grajko, CRPS®
Monique Oerth, CFP®, MBA
*This is not a sales pitch, We want you to have all the financial tools for your nonprofit to succeed*
The Spirit of Giving Network is a collaborative, nonprofit organization with a focus on children and families in Palm Beach County. It is a forum where nonprofits and community supporters share information, resources and best practices.
Spirit of Giving Network, Inc. is a registered 501(c)(3) nonprofit corporation authorized under the laws of the State of Florida. Our registration number is CH9892. (EIN 65-0765570).
A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.