Are you maximizing the efficiency of your organization’s financial resources to support strategic goals? How can you safeguard your organization’s assets while pursuing growth in a fluctuating economic landscape?

Institutions and community organizations, such as hospitals, mutual insurance companies, foundations, and estates, often require professional financial management that is both transparent and tailored to their unique needs. Danisi Financial Group has a long history of providing personalized and comprehensive assistance to various entities of this nature.

Our Services for Not-For-Profits & Foundations

• Dedicated Team: A dedicated team of professionals managing and administering the portfolio.

• Board Presentations: Regular presentations to your board members.

• Customizable Reporting: Customizable monthly reporting for your convenience.

• Online Access: Online access for easy administration.

• Competitive Fees: A competitive fee structure.

• Collaboration: Collaboration with your accountants, lawyers, and other advisors to build a strong support network.

• Tax Planning: Comprehensive Tax package to simplify annual planning.