Foundations & Endowments
We’ll help with your financial resources so you can stay focused on your mission. Let our nonprofit financial team can help you grow and protect these resources with effective financial management, reporting, and administration
Advisory Services
Timely, Accurate Reporting
We understand the importance of knowing you’re on track to meeting your nonprofit’s financial goals. The Annex nonprofit team is committed to delivering timely and accurate updates tailored to your specific needs so you can have greater confidence and peace of mind.
Fiduciary Team Expertise
Our team starts by building an understanding of your nonprofit and its mission. We then provide dedicated points of contact, team expertise, and a trading, reporting, and analytics tech stack that can help you grow and protect your resources with effective financial management, reporting, and administration.
Talk to an Annex Nonprofit Team Member
Let’s discuss your nonprofit, your mission, and how our team can assist you. We can build a custom approach to managing your institution’s investments honoring your goals and values.
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