Nonprofit Services

Your circumstances and needs are completely different than the needs of individuals, families, or businesses. To make matters more challenging for you, your executives are held to a fiduciary responsibility. Not only do we acknowledge those unique attributes, but our nonprofit services were developed with a comprehensive understanding of such traits.

Furthermore, nonprofit organizations are all founded with a mission to improve the lives of those in need, whether it be helping those in poverty or lower income, providing care to veterans or disabled, or helping people understand the word of G-d. In fact, your calling to shed a positive light on this world is so powerful that there's a good chance most people who work for your organization are underpaid (our founder has first hand experience with this). When you have an organization that is so driven by a calling to improve this world, shouldn't your funds support your cause rather than hurt?

That's how Kinetic Financial can help.

We offer a comprehensive suite of services designed to strengthen your nonprofit’s financial foundation, maximize your impact, and secure your mission for the future. Here’s how we can support your organization:

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Board Financial Literacy

Nonprofit boards are composed of dedicated individuals driven by a shared passion to create extraordinary impact. However, navigating the complexities of the financial landscape can be challenging, and too often, board decisions settle for "good enough" solutions that address immediate needs but overlook long-term opportunities—or even incur avoidable costs.

At Kinetic Financial, we believe that financial literacy is a cornerstone of nonprofit success. That’s why we partner with your entire board—not just the treasurer or finance committee—to empower every member with the knowledge and confidence to make informed financial decisions. By working together, we help your board uncover cost-saving strategies, improve financial efficiency, and maximize your organization’s ability to serve its mission for years to come.

This collaborative approach ensures your nonprofit thrives not just today but in the future, with every board member aligned and equipped to steer your mission toward greater impact.

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Investing Endowments

For many nonprofits, endowments are the financial lifeline that keeps the mission alive. Unfortunately, these vital funds are often left in CDs or low-interest bank accounts, quietly losing value to inflation despite the best intentions.

At Kinetic Financial, we believe your hard-earned endowments deserve better. With all the effort your fundraising team puts into growing your resources, shouldn’t your investments work just as hard to protect and expand your mission?

When you choose us for investment management, we ensure your endowment funds are thoughtfully invested to combat inflation while aligning with your nonprofit’s mission and values. Our approach is designed to support your long-term success without compromising fiduciary responsibilities, empowering your board to steward these funds with confidence and integrity.

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Client/Member Services

For most nonprofits, their mission is rooted in helping members of their community thrive. At Kinetic Financial, we share that commitment by making financial planning accessible to those who need it most.

As a firm founded to disrupt the financial planning industry with transparent, affordable services, we’re taking our mission a step further with a unique partnership program for nonprofits. Through this program, we collaborate with organizations to provide their clients or members with professional financial planning services at significantly reduced rates.

This initiative is designed to empower individuals and families in need with the tools to build financial stability, achieve their goals, and improve their long-term well-being—all while furthering your nonprofit’s impact on the community.

Please note: This is a pilot program with limited availability.

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Retirement Benefits

Just like for-profit organizations, nonprofits can enhance recruitment efforts and reduce employee turnover by offering quality retirement benefits. But at Kinetic Financial, we believe nonprofit retirement plans should go a step further—aligning their investment options with the values and mission of the organization.

When you partner with Kinetic Financial, you provide your employees with retirement plans designed to support both their financial future and your nonprofit’s vision. Our affordable packages also include the option to offer financial planning services to your employees at reduced rates, empowering them to make informed decisions about their personal finances.

By entrusting us with your team’s financial well-being, you enable your employees to focus fully on advancing your mission and making a greater impact in the community.