Non-profits

Carver Financial Services Inc. has worked with non-profit organizations for more than twenty years and understands the special needs and fiduciary requirements involved in managing funds for these types of organizations. We have the specialized expertise to serve as your holistic wealth manager and also assist with planned giving and fund raising so you can concentrate on providing services to your clients and the community.

We understand the challenges you face and recognize that your organization is unique. We’ll take the time to understand your organization, mission and your goals and help you address a wide variety of important needs including but not limited to: capital reserves, endowments, planned giving and fund raising initiatives and completion of the IRS form 990. As part of our mission to serve our community we offer significantly discounted fees for 501(c)(3) organizations.

In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James Financial Services Inc., one of the country’s leading independent financial services firms. Resources include a trust company; FDIC insured bank accounts and Donor Advised Funds. You’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to serving your clients and fulfilling your mission.