We are a national consulting firm that is dedicated to helping nonprofit organizations achieve strong credit and finance new buildings at rates that recognize their financial strength.

Through more than 25 years, our principals and partners have worked to help nonprofit organizations obtain the best possible financing for new buildings.  We have financed research centers, museums, community centers, job training centers and thrift stores.

We strongly believe that the best financing option is often a tax exempt bond and we have worked with almost all major banks in the US to obtain that financing for our clients.

We help our clients through delivering the following services:

O Help develop a new financial vision for the organization, including a strong vision of financial health and good credit.
O Review current financial position.
O Assist in structuring agency financial goals.
O Develop RFPs for underwriters, banks, and attorneys.
O Read all financing documents.
O Negotiate the best deal for our clients
O Assure fees are fair.
O Assist in selecting fund managers and investment policies.
O Help decide whether to use variable or fixed rate debt.
O Provide information on interest rate management products.

Financing a new building or a major expansion can be overwhelming.  Even highly experienced staff and board members find that they might not fully understand what is being said or complex loan documents are more than they can possibly read.  Staff from NonProfitWealth have assisted scores of agencies in getting the best possible deals in a thoughtful and collaborative way. 

Additionally, our staff can be extremely helpful in preserving relationships in your community.  By carefully and thoroughly analyzing all financing proposals we assure that all financing sources feel that they have been fairly treated and "the best deal" was selected from all possible sources.  This can relieve significant pressure for board members who are juggling to balance their business relationships with their board responsibilities.