Nonprofit Strategies
QFP Philosophy
At Quantum, we recognize the importance of helping others. With several of our members serving on boards for nonprofits we understand the responsibility boards carry to ensure they are good stewards of the missions’ money, as you rely on that money to help those you are trying to serve.
We understand that nonprofits face enough challenges day to day without even considering those you are helping. Whether its fundraising difficulties and competition for donations, operating costs that continue to rise, staffing, leadership, and retention issues, or struggles with communication and branding, the burden dished out on your plate is plentiful enough without having to worry about how to manage those resources that you do receive.
Our Role
We don’t replace your CFO – we empower them.
Our role is to act as your dedicated CFO when it comes to managing and optimizing your investments, so you can focus on what matters most—addressing donor fatigue and driving donations, retaining the valuable members of your team, and, most importantly, improving the lives of those you’ve committed to helping.
We work alongside your internal team, providing expert oversight and strategic guidance to ensure your investments are working harder for you. This allows you to focus on driving your mission forward while we handle the complexities of financial strategy and portfolio management.
Who We Work With
Quantum works with both 501(c)3 and 501(c)4 organizations to maximize your efforts. We will look at your current picture, considering not only the savings you have for you mission, but also the needs of the non-profit to ensure we are investing purposefully and prudently; to help you provide for those you help for many years down the road.
The mission is different for all. Whether the goal is to help children with disabilities, focus on veterans’ issues, ensure wetland conservation, or anything and everything around and in between, then result is still the same. Maximize the mission to provide the most support you can.
No matter the objective, we are here to help.
By focusing on protecting our clients’ assets, we strive to deliver consistent, long-term performance that surpasses the majority of investment advisors.