Lara Shull May

Non Profits at LS&M

Lara, Shull & May's team of Financial Advisors can offer you and your organization our wealth of long, successful experience in strategic financial planning and working with non-profit groups. Our interests run deep, both personally and professionally, in non-profit organizations and the works they accomplish. We are dedicated individuals with significant resources and expertise to offer the non-profit world. Tell us about your organization, its aspirations and goals, and let us show you how we can help toward their realization.

We are able to assist you in fund-raising. Show us the strategies you currently use, and we will analyze their potential and effectiveness: we can suggest mechanisms and techniques we have used successfully to assist in growing contributions. We can set up a planned giving program for your organization, and can offer benefits to your donors through our expertise in tax and estate planning as well as our experience in establishing and managing pooled income funds.

Let us talk with you about our excellence in financial management of endowments for non-profit organizations, deferred compensation plans, and pension funds for senior staff. The solutions we offer will be tailored to your group's requirements.

Please contact us to share with us your vision for your organization's present and future: We look forward to meeting you.

One of our most popular and sought after programs is Morningstar's Managed Portfolios.

For more information, please see our brochure entitled "Working Together for Non-Profit Organizations".